Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN MATTEONI REAL ESTATE GROUP
EIN 84-3661257Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
5832 FIRESTONE CT. - SAN JOSE, CA 95138408-238-7971
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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#001
BRIAN MATTEONI REAL ESTATE GROUP CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIAN MATTEONI REAL ESTATE GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$223K
Participants4
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 | BRIAN MATTEONI REAL ESTATE GROUP CASH BALANCE PLAN | CashBalance | $1.4M | 2 | 2024 | |
| 002 | BRIAN MATTEONI REAL ESTATE GROUP PROFIT SHARING PLAN | ProfitSharing | $223K | 4 | 2024 |
Retirement plans