Sponsor portfolio
BATTS, MORRISON, WALES & LEE, P.A.
EIN 20-4193611accountingLatest filing 2025
Plans
1
Retirement
1
$5.9M assets
Welfare
0
Participants
40
801 NORTH ORANGE AVE STE 800 - ORLANDO, FL 32801407-770-6000nonprofitcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BATTS, MORRISON, WALES & LEE, P.A. 401(K) PROFIT SHARING PLAN | 401k | $5.9M | 40 | 2025 |
Retirement plans