Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
The Law Firm of Jose a Baez Esq PA
EIN 20-4458061Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$449K assets
Welfare
0
Participants
6
1200 BRICKELL AVE SUITE 1410 - MIAMI, FL 33131305-999-5100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $449K 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
BAEZ LAW FIRM CASH BALANCE PLAN
Cash balance
Assets$248K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BAEZ LAW FIRM 401(K) PROFIT SHARING PLAN
401(k)
Assets$201K
Participants4
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 | BAEZ LAW FIRM CASH BALANCE PLAN | Cash balance | $248K | 2 | 2025 | |
| 001 | BAEZ LAW FIRM 401(K) PROFIT SHARING PLAN | 401(k) | $201K | 4 | 2025 |
Retirement plans