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  2. WILLIAM CAFARO PC
Sponsor portfolio

WILLIAM CAFARO PC

EIN 90-0813238-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
146 SOUNDVIEW AVE - HUNTINGTON, NY 11743212-583-7400
Plans on this EIN
2 filings
#003CashBalance-$1.3M - 5 part#002401k-$1.2M - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#003)53%
  • PLAN AND TRUST (#002)47%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)7
  • CASH BALANCE PLAN (#003)5
Total 12Click 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#003

WILLIAM CAFARO PC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLIAM CAFARO PC 401(K)PROFIT SHARING PLAN AND TRUST

401k

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WILLIAM CAFARO PC CASH BALANCE PLANCashBalance$1.3M52025
002WILLIAM CAFARO PC 401(K)PROFIT SHARING PLAN AND TRUST401k$1.2M72025
Retirement plans
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