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Sponsor portfolio

ACOCELLI LAW, PLLC

EIN 88-0941095-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
5
53 HILL STREET, SUITE 152 - SOUTHAMPTON, NY 11968631-204-6187
Plans on this EIN
2 filings
#002CashBalance-$940K - 2 part#001ProfitSharing-$419K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • LAW, PLLC 401(K) (#001)31%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW, PLLC 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ACOCELLI LAW, PLLC CASH BALANCE PLAN

CashBalance

Assets$940K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ACOCELLI LAW, PLLC 401(K) PLAN

ProfitSharing

Assets$419K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ACOCELLI LAW, PLLC CASH BALANCE PLANCashBalance$940K22024
001ACOCELLI LAW, PLLC 401(K) PLANProfitSharing$419K32024
Retirement plans
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