Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#004)$27.4M
- PLAN AND TRUST (#002)$11.8M
Filings through .
2 plans aggregated / $39.2M assets / 124 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CORBOY & DEMETRIO P.C. SAVINGS AND PROFIT SHARING PLAN & TRUST | 401(k) | $27.4M | 60 | 2025 |
| #002 | CORBOY & DEMETRIO, P.C. RETIREMENT PLAN AND TRUST | Profit-sharing | $11.8M | 64 | 2025 |