Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
CARONE & COMPANY INC.
EIN 68-0406835constructionLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
32
5009 FORNI DRIVE, SUITE A - CONCORD, CA 94520925-602-8800caroneandcompany.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 32 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
CARONE & COMPANY INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$2.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CARONE & COMPANY INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants15
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 | CARONE & COMPANY INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $2.4M | 17 | 2025 | |
| 002 | CARONE & COMPANY INC. CASH BALANCE PLAN | CashBalance | $1.9M | 15 | 2025 |
Retirement plans