Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
JOSEPH A. ROMANO, PC
EIN 99-3465164real estateLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
60
2168 CENTRAL PARK AVENUE - YONKERS, NY 10710914-965-1515joenotarolaw.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 60 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
JOSEPH A. ROMANO, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH A. ROMANO, PC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.8M
Participants41
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 | JOSEPH A. ROMANO, PC CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 19 | 2025 | |
| 001 | JOSEPH A. ROMANO, PC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.8M | 41 | 2024 |
Retirement plans