Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEGRETTI & ASSOCIATES LLC
EIN 85-1970235Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
445 HAMILTON AVENUE, 11TH FLOOR - WHITE PLAINS, NY 10601212-301-0741
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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
ALLEGRETTI & ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$955K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$303K
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 | ALLEGRETTI & ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $955K | 2 | 2024 | |
| 002 | ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN | 401k | $303K | 2 | 2025 |
Retirement plans