Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CAMP ADVISOR AND THE CAMP EXPERT INC.
EIN 01-0730259Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
4
7351 PROMENADE DRIVE, SUITE E802 - BOCA RATON, FL 33433212-288-7892
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 4 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
THE CAMP LADY, LTD. CASH BALANCE PENSION PLAN
CashBalance
Assets$6.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CAMP LADY, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants2
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 | THE CAMP LADY, LTD. CASH BALANCE PENSION PLAN | CashBalance | $6.3M | 2 | 2025 | |
| 002 | THE CAMP LADY, LTD. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 2 | 2025 |
Retirement plans