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Sponsor portfolio

ANTHONY BARATTA LLC

EIN 45-3722030-medical practice-Latest filing 2025
Plans
2
Retirement
2
$367K assets
Welfare
0
Participants
6
77 W. WOOSTER STREET - DANBURY, CT 06810212-966-8892LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$228K - 3 part#004CashBalance-$139K - 3 part

Retirement portfolio analytics

2 plans aggregated / $367K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • BARATTA LLC 401(K) (#002)62%
  • CASH BALANCE PLAN (#004)38%
Total $367KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARATTA LLC 401(K) (#002)3
  • CASH BALANCE PLAN (#004)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANTHONY BARATTA LLC 401(K) PLAN

401k

Assets$228K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ANTHONY BARATTA LLC CASH BALANCE PLAN

CashBalance

Assets$139K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANTHONY BARATTA LLC 401(K) PLAN401k$228K32024
004ANTHONY BARATTA LLC CASH BALANCE PLANCashBalance$139K32025
Retirement plans
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