Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
QUINTANA, LOPEZ, DONOGHUE & GONZALEZ, LLP
EIN 20-0423828Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
15
350 NW 70TH AVENUE, SUITE B - PLANTATION, FL 33317954-797-0582
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 15 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#001
QUINTANA, LOPEZ, DONOGHUE & GONZALEZ, LLP 401(K) PLAN
401k
Assets$10.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
QUINTANA, LOPEZ, DONOGHUE & GONZALEZ, LLP CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUINTANA, LOPEZ, DONOGHUE & GONZALEZ, LLP 401(K) PLAN | 401k | $10.1M | 8 | 2024 | |
| 002 | QUINTANA, LOPEZ, DONOGHUE & GONZALEZ, LLP CASH BALANCE PLAN | CashBalance | $2.4M | 7 | 2024 |
Retirement plans