Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL ILLARI
EIN 46-0921516Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$908K assets
Welfare
0
Participants
6
16 HILL STREET, SUITE 6 - SOUTH HAMPTON, NY 11968631-259-6888
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $908K assets / 6 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
MICHAEL ILLARI CASH BALANCE PLAN
CashBalance
Assets$694K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MICHAEL ILLARI 401(K) PROFIT SHARING PLAN
401k
Assets$214K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHAEL ILLARI CASH BALANCE PLAN | CashBalance | $694K | 3 | 2025 | |
| 002 | MICHAEL ILLARI 401(K) PROFIT SHARING PLAN | 401k | $214K | 3 | 2025 |
Retirement plans