Assets by plan
Share of aggregate retirement assets
81%top
Filings through .
Sponsor portfolio
Fontana Investments, Ltd.
EIN 81-3998284Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$364K assets
Welfare
0
Participants
6
551 UPPER GARDENS RD. - FONTANA, WI 531251104847-749-7871
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $364K assets / 6 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
FONTANA INVESTMENTS, LTD. CASH BALANCE PLAN AND TRUST
Cash balance
Assets$295K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FONTANA INVESTMENTS. LTD.PROFIT SHARING PLAN AND TRUST
401(k)
Assets$69K
Participants3
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 | FONTANA INVESTMENTS, LTD. CASH BALANCE PLAN AND TRUST | Cash balance | $295K | 3 | 2025 | |
| 001 | FONTANA INVESTMENTS. LTD.PROFIT SHARING PLAN AND TRUST | 401(k) | $69K | 3 | 2025 |
Retirement plans