Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROGER C. PETTINGELL, P.A.
EIN 20-2097193Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
443 JOHN RINGLING BLVD. STE F, 2ND - SARASOTA, FL 34236941-586-6668
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 7 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
ROGER C. PETTINGELL, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROGER C. PETTINGELL, P.A. 401(K) PSP
401k
Assets$138K
Participants3
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 | ROGER C. PETTINGELL, P.A. CASH BALANCE PLAN | CashBalance | $1.6M | 4 | 2024 | |
| 002 | ROGER C. PETTINGELL, P.A. 401(K) PSP | 401k | $138K | 3 | 2025 |
Retirement plans