Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD A. IVERS, P.A.
EIN 20-4927493Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
4
6131 LYONS ROAD SUITE 201 - COCONUT CREEK, FL 33073954-757-6262
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 4 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
RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF RICHARD IVERS 401(K) PLAN
401k
Assets$2.1M
Participants2
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 | RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.8M | 2 | 2025 | |
| 001 | LAW OFFICES OF RICHARD IVERS 401(K) PLAN | 401k | $2.1M | 2 | 2024 |
Retirement plans