Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLORIO WEALTH MANAGEMENT
EIN 87-1800758Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$619K assets
Welfare
0
Participants
4
57 NORTH STREET, SUITE 208 - DANBURY, CT 06810203-297-4134
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $619K 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
FLORIO WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$490K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FLORIO WEALTH MANAGEMENT PROFIT SHARING PLAN
ProfitSharing
Assets$128K
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 | FLORIO WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $490K | 2 | 2024 | |
| 001 | FLORIO WEALTH MANAGEMENT PROFIT SHARING PLAN | ProfitSharing | $128K | 2 | 2024 |
Retirement plans