Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK FALLON, SOLE PROPRIETOR
EIN 82-3769850Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
50 TWIN BROOKS AVE. - MIDDLETOWN, NJ 07748917-913-5571
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M 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
PATRICK FALLON, SOLE PROPRIETOR CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATRICK FALLON 401(K) PROFIT SHARING PLAN
401k
Assets$533K
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 | PATRICK FALLON, SOLE PROPRIETOR CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 3 | 2024 | |
| 001 | PATRICK FALLON 401(K) PROFIT SHARING PLAN | 401k | $533K | 3 | 2024 |
Retirement plans