Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
WORMAN & SHEFFLER, P.A.
EIN 20-4028356Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
12
2600 LAKE LUCIEN DRIVE, STE 405 - MAITLAND, FL 32751407-843-5353
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 12 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
WORMAN & SHEFFLER, P.A. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORMAN & SHEFFLER, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
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 | WORMAN & SHEFFLER, P.A. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.7M | 6 | 2025 | |
| 002 | WORMAN & SHEFFLER, P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2024 |
Retirement plans