Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH W. CIATTI COMPANY LLC
EIN 91-1835418wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
73
201 ALAMEDA DEL PRADO, #101 - NOVATO, CA 94949415-458-5150ciatti.comLinkedIn11-50 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 73 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#003
CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$7.6M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JOSEPH W. CIATTI COMPANY LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$368K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN | 401k | $7.6M | 35 | 2024 | |
| 004 | JOSEPH W. CIATTI COMPANY LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $368K | 38 | 2024 |
Retirement plans