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Sponsor portfolio

DONALD MOFFETT

EIN 82-3418624-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$434K assets
Welfare
0
Participants
7
288 EDGE WATER STREET - STATEN ISLAND, NY 10305718-420-1120
Plans on this EIN
2 filings
#002401k-$342K - 4 part#001CashBalance-$92K - 3 part

Retirement portfolio analytics

2 plans aggregated / $434K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#002)79%
  • CASH BALANCE PLAN (#001)21%
Total $434KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click 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

DONALD MOFFETT 401(K) PROFIT SHARING PLAN

401k

Assets$342K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DONALD MOFFETT CASH BALANCE PLAN

CashBalance

Assets$92K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DONALD MOFFETT 401(K) PROFIT SHARING PLAN401k$342K42025
001DONALD MOFFETT CASH BALANCE PLANCashBalance$92K32025
Retirement plans
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