Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONTE FINANCIAL SERVICES, LTD.
EIN 34-1883399mechanical or industrial engineeringLatest filing 2024
Plans
2
Retirement
2
$758K assets
Welfare
0
Participants
3
1364 GARDNER BOULEVARD - NORTON, OH 442036616330-825-3535cfservices.caLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $758K assets / 3 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONTE FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN
CashBalance
Assets$592K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CONTE FINANCIAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$165K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONTE FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN | CashBalance | $592K | 2 | 2024 | |
| 001 | CONTE FINANCIAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN | 401k | $165K | 1 | 2024 |
Retirement plans