Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FUDGE BROADWATER, P. A.
EIN 20-0045280Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
3
$4.4M assets
Welfare
1
Participants
96
650 16TH STREET NORTH - ST. PETERSBURG, FL 33705727-490-3100fudgebroadwater.comLinkedIn1-10 employees
Retirement portfolio analytics
3 plans aggregated / $4.4M assets / 75 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#002
FUDGE BROADWATER, P. A. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FUDGE BROADWATER, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FUDGE BROADWATER, P. A. PROFIT SHARING PLAN
ProfitSharing
Assets$141K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
FUDGE BROADWATER, P. A. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FUDGE BROADWATER, P. A. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 21 | 2024 | |
| 004 | FUDGE BROADWATER, P. A. 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 34 | 2024 | |
| 003 | FUDGE BROADWATER, P. A. PROFIT SHARING PLAN | ProfitSharing | $141K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | FUDGE BROADWATER, P. A. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans