PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Peter C. Badgio

Filings through Oct 24, 2026.

Sponsor portfolio

Peter C. Badgio

EIN 82-3826495-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$159K assets
Welfare
0
Participants
4
950 E. HAVERFORD ROAD, SUITE 305 - BRYN MAWR, PA 19010610-628-4611
Plans on this EIN
2 filings
#002Cash balance-$112K - 2 part#001401(k)-$47K - 2 part

Retirement portfolio analytics

2 plans aggregated / $159K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • C. BADGIO 401(K) (#001)30%
Total $159KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • C. BADGIO 401(K) (#001)2
Total 4Click 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

PETER C. BADGIO CASH BALANCE PLAN

Cash balance

Assets$112K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PETER C. BADGIO 401(K) PLAN

401(k)

Assets$47K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PETER C. BADGIO CASH BALANCE PLANCash balance$112K22025
001PETER C. BADGIO 401(K) PLAN401(k)$47K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica