Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PELLEGRINI & ASSOCIATES, INC.
EIN 82-0551293insuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
13
8433 N. BLACK CANYON HIGHWAY #178 - PHOENIX, AZ 85021602-368-4422pellegriniandassociates.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 13 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
PELLEGRINI & ASSOCIATES PENSION PLAN
CashBalance
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PELLEGRINI & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants10
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 | PELLEGRINI & ASSOCIATES PENSION PLAN | CashBalance | $2.1M | 3 | 2025 | |
| 001 | PELLEGRINI & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $1.4M | 10 | 2025 |
Retirement plans