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Sponsor portfolio

THE ASTERI GROUP LTD.

EIN 56-2574522-Information-Latest filing 2025
Plans
3
Retirement
3
$916K assets
Welfare
0
Participants
10
228 PARK AVE S - NEW YORK, NY 100031502212-388-0006marybirdsong.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#003CashBalance-$512K - 3 part#001401k-$345K - 4 part#002ProfitSharing-$60K - 3 part

Retirement portfolio analytics

3 plans aggregated / $916K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#003)56%
  • ASTERI GROUP 401K (#001)38%
  • PROFIT SHARING PLAN (#002)7%
Total $916KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASTERI GROUP 401K (#001)4
  • CASH BALANCE PLAN (#003)3
  • PROFIT SHARING PLAN (#002)3
Total 10Click 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#003

THE ASTERI GROUP LTD. CASH BALANCE PLAN

CashBalance

Assets$512K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE ASTERI GROUP 401K

401k

Assets$345K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ASTERI GROUP LTD. PROFIT SHARING PLAN

ProfitSharing

Assets$60K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003THE ASTERI GROUP LTD. CASH BALANCE PLANCashBalance$512K32025
001THE ASTERI GROUP 401K401k$345K42025
002THE ASTERI GROUP LTD. PROFIT SHARING PLANProfitSharing$60K32025
Retirement plans
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