Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRIZIA LUCA, INC.
EIN 72-1593403Retail TradeLatest filing 2024
Plans
2
Retirement
2
$381K assets
Welfare
0
Participants
16
85 5TH AVENUE UNIT 9 - PATERSON, NJ 07524212-989-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $381K assets / 16 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#002
PATRIZIA LUCA, INC. CASH BALANCE PLAN
CashBalance
Assets$359K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATRIZIA LUCA, INC. PROFIT SHARING PLAN PROFIT SHARING PLAN
ProfitSharing
Assets$22K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PATRIZIA LUCA, INC. CASH BALANCE PLAN | CashBalance | $359K | 7 | 2024 | |
| 001 | PATRIZIA LUCA, INC. PROFIT SHARING PLAN PROFIT SHARING PLAN | ProfitSharing | $22K | 9 | 2024 |
Retirement plans