Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROTH FIORETTI, LLC
EIN 81-2288878Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
311 S. WACKER DR., SUITE 2470 - CHICAGO, IL 60606312-922-6262
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 8 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
ROTH FIORETTI, LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROTH FIORETTI, LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$644K
Participants4
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 | ROTH FIORETTI, LLC CASH BALANCE PLAN | CashBalance | $2.0M | 4 | 2024 | |
| 002 | ROTH FIORETTI, LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $644K | 4 | 2024 |
Retirement plans