Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMATO FAMILY ENTERPRISES, LLC
EIN 83-1187946Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$347K assets
Welfare
0
Participants
4
100 WAVERLY CIRCLE - PHOENIXVILLE, PA 19460610-316-3608
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $347K assets / 4 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#001
AMATO FAMILY ENTERPRISES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$344K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMATO FAMILY ENTERPRISES, LLC 401(K) PLAN
401k
Assets$3K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMATO FAMILY ENTERPRISES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $344K | 2 | 2024 | |
| 002 | AMATO FAMILY ENTERPRISES, LLC 401(K) PLAN | 401k | $3K | 2 | 2024 |
Retirement plans