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  2. DANIEL GRIEB, P.A.
Sponsor portfolio

DANIEL GRIEB, P.A.

EIN 13-4298568-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$841K assets
Welfare
0
Participants
10
11 S BUMBY AVE - ORLANDO, FL 32803407-923-1122
Plans on this EIN
2 filings
#002CashBalance-$813K - 5 part#001ProfitSharing-$29K - 5 part

Retirement portfolio analytics

2 plans aggregated / $841K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • CASH BALANCE PLAN (#002)97%
  • PROFIT SHARING PLAN (#001)3%
Total $841KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click 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#002

DANIEL GRIEB, P.A. CASH BALANCE PLAN

CashBalance

Assets$813K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DANIEL GRIEB, P.A. PROFIT SHARING PLAN

ProfitSharing

Assets$29K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DANIEL GRIEB, P.A. CASH BALANCE PLANCashBalance$813K52025
001DANIEL GRIEB, P.A. PROFIT SHARING PLANProfitSharing$29K52025
Retirement plans
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