Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIMATTEO GROUP-FINANCIAL SERVICES INC.
EIN 45-3445581financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
17
79 BRIDGEPORT AVE. UNIT 1 - SHELTON, CT 06484203-924-5408dimatteofinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 17 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#001
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
401k
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DIMATTEO GROUP-FINANCIAL SERVICES INC. PENSION PLAN
CashBalance
Assets$925K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST | 401k | $1.1M | 10 | 2025 | |
| 002 | DIMATTEO GROUP-FINANCIAL SERVICES INC. PENSION PLAN | CashBalance | $925K | 7 | 2025 |
Retirement plans