Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARUSO AND COMPANY, P.A.
EIN 65-0228636accountingLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 7 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
CARUSO AND COMPANY, P.A. 401(K) PLAN
401k
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CARUSO AND COMPANY, P.A. CASH BALANCE PLAN
CashBalance
Assets$3.5M
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 | CARUSO AND COMPANY, P.A. 401(K) PLAN | 401k | $3.9M | 4 | 2025 | |
| 002 | CARUSO AND COMPANY, P.A. CASH BALANCE PLAN | CashBalance | $3.5M | 3 | 2024 |
Retirement plans