Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PELKONEN AND ASSOCIATES LLC
EIN 84-5156321financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
425 BROADHOLLOW RD STE 112 - MELVILLE, NY 11747631-396-1032ampwealthcare.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 7 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
PELKONEN AND ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PELKONEN AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
401k
Assets$454K
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 | PELKONEN AND ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $1.3M | 3 | 2025 | |
| 002 | PELKONEN AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | 401k | $454K | 4 | 2025 |
Retirement plans