Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RITA M. BAEZ P.A.
EIN 20-2659723Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$653K assets
Welfare
0
Participants
6
2030 S. DOUGLAS ROAD, SUITE 105 - CORAL GABLES, FL 33134305-441-2683
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $653K assets / 6 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
RITA M. BAEZ P.A. CASH BALANCE PLAN
CashBalance
Assets$501K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RITA M. BAEZ P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$152K
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 | |
|---|---|---|---|---|---|---|
| 002 | RITA M. BAEZ P.A. CASH BALANCE PLAN | CashBalance | $501K | 3 | 2025 | |
| 001 | RITA M. BAEZ P.A. 401(K) PROFIT SHARING PLAN | 401k | $152K | 3 | 2025 |
Retirement plans