Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTY L. HERTZ, P.A.
EIN 20-4918606Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
10
3081 SALZEDO STREET, SUITE 201 - CORAL GABLES, FL 33134305-444-3323miami-attorney.netLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 10 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
CHRISTY L. HERTZ, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHRISTY L. HERTZ, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
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 | |
|---|---|---|---|---|---|---|
| 002 | CHRISTY L. HERTZ, P.A. CASH BALANCE PLAN | CashBalance | $1.6M | 4 | 2024 | |
| 001 | CHRISTY L. HERTZ, P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 6 | 2024 |
Retirement plans