Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALFONSO & ASSOC. CONSULTING, INC.
EIN 56-2381060Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
61
13412 ARCTIC AVENUE - ROCKVILLE, MD 20853703-639-0668
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 61 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
ALFONSO & ASSOCIATES CONSULTING INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.8M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALFONSO & ASSOC. CONSULTING, INC. 401(K) PLAN
401k
Assets$3.9M
Participants34
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 | ALFONSO & ASSOCIATES CONSULTING INC. DEFINED BENEFIT PLAN | TraditionalDB | $6.8M | 27 | 2025 | |
| 001 | ALFONSO & ASSOC. CONSULTING, INC. 401(K) PLAN | 401k | $3.9M | 34 | 2025 |
Retirement plans