ROSS F. MONGIARDO, CFP, CLU, CHFC
EIN 11-3093705GARDEN CITY, NY
ROSS F. MONGIARDO, CFP, CLU, CHFC (EIN 11-3093705) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.4M in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
5
Total assets
$3.4M
A ROSS F. MONGIARDO, CFP, CLU, CHFC employee? See the ROSS F. MONGIARDO, CFP, CLU, CHFC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 11-3093705
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN | 001 | 3 | $2.0M |
| ROSS F. MONGIARDO, CFP PENSION PLAN | 002 | 2 | $1.3M |
About this EIN
11-3093705 is the Employer Identification Number (EIN) ROSS F. MONGIARDO, CFP, CLU, CHFC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?