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  2. MELENDEZ & MARKETTO, P.C.
Sponsor portfolio

MELENDEZ & MARKETTO, P.C.

EIN 74-2815113-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
15
11335 PELLICANO DRIVE - EL PASO, TX 79936915-593-2357
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 6 part#003401k-$547K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN & TRUST (#002)65%
  • PLAN AND TRUST (#003)35%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)9
  • PLAN & TRUST (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MELENDEZ & MARKETTO, P.C. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MELENDEZ & MARKETTO, P.C. 401(K) PLAN AND TRUST

401k

Assets$547K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MELENDEZ & MARKETTO, P.C. CASH BALANCE PENSION PLAN & TRUSTCashBalance$1.0M62024
003MELENDEZ & MARKETTO, P.C. 401(K) PLAN AND TRUST401k$547K92024
Retirement plans
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