Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
MARCUCCI HEATING AND AIR CONDITIONING, INC.
EIN 65-1241341constructionLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 26 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
MARCUCCI HEATING AND AIR CONDITIONING, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$882K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARCUCCI HEATING AND AIR CONDITIONING, INC. CASH BALANCE PLAN
CashBalance
Assets$428K
Participants13
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 | MARCUCCI HEATING AND AIR CONDITIONING, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $882K | 13 | 2024 | |
| 002 | MARCUCCI HEATING AND AIR CONDITIONING, INC. CASH BALANCE PLAN | CashBalance | $428K | 13 | 2024 |
Retirement plans