Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK J. FILAN, P.C.
EIN 84-3488636Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
4
1248 POST RD - FAIRFIELD, CT 06824203-913-4002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M 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#002
PATRICK J. FILAN, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PATRICK J. FILAN, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$601K
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 | |
|---|---|---|---|---|---|---|
| 002 | PATRICK J. FILAN, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 2 | 2024 | |
| 001 | PATRICK J. FILAN, P.C. 401(K) PROFIT SHARING PLAN | 401k | $601K | 2 | 2024 |
Retirement plans