Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLOCK ISLAND FAMILY, LLC.
EIN 85-3885621Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
104 JOE'S HILL RD - DANBURY, CT 06811203-722-5269
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 12 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
BLOCK ISLAND FAMILY, LLC CASH BALANCE PLAN
CashBalance
Assets$852K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPTCO MEP 401(K) FOR BLOCK ISLAND FAMILY
401k
Assets$559K
Participants8
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 | BLOCK ISLAND FAMILY, LLC CASH BALANCE PLAN | CashBalance | $852K | 4 | 2024 | |
| 001 | SPTCO MEP 401(K) FOR BLOCK ISLAND FAMILY | 401k | $559K | 8 | 2024 |
Retirement plans