Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERALD J. CAVANAUGH ETAL PTR
EIN 59-1954606accountingLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 30 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
GERALD J. CAVANAUGH ETAL PTR 401K PROFIT SHARING PLAN
401k
Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAVANAUGH & CO LLP PROFIT SHARING PLAN
ProfitSharing
Assets$234K
Participants15
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 | GERALD J. CAVANAUGH ETAL PTR 401K PROFIT SHARING PLAN | 401k | $1.7M | 15 | 2025 | |
| 003 | CAVANAUGH & CO LLP PROFIT SHARING PLAN | ProfitSharing | $234K | 15 | 2024 |
Retirement plans