Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OCALA HORSE PROPERTIES
EIN 20-8287755real estateLatest filing 2024
Plans
2
Retirement
2
$944K assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $944K 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
OCALA HORSE PROPERTIES CASH BALANCE PLAN
CashBalance
Assets$885K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OCALA HORSE PROPERTIES 401(K) PROFIT SHARING PLAN
401k
Assets$60K
Participants7
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 | OCALA HORSE PROPERTIES CASH BALANCE PLAN | CashBalance | $885K | 3 | 2024 | |
| 001 | OCALA HORSE PROPERTIES 401(K) PROFIT SHARING PLAN | 401k | $60K | 7 | 2024 |
Retirement plans