Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH A. LOCURTO DDS PC
EIN 56-2569565medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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
JOSEPH A. LOCURTO, D.D.S. 401(K) PLAN
401k
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH A. LOCURTO DDS PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$637K
Participants2
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 | JOSEPH A. LOCURTO, D.D.S. 401(K) PLAN | 401k | $1.2M | 2 | 2024 | |
| 002 | JOSEPH A. LOCURTO DDS PC DEFINED BENEFIT PLAN | TraditionalDB | $637K | 2 | 2024 |
Retirement plans