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  1. Companies/
  2. FINTZ CPA,. P.A
Sponsor portfolio

FINTZ CPA,. P.A

EIN 26-2587748-accounting-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
17
1361 SAWGRASS CORPORATE PARKWAY, SUITE 100 - SUNRISE, FL 33323954-440-0320fintzcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$1.7M - 10 part#002CashBalance-$595K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • FINTZ CPA 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINTZ CPA 401(K) (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FINTZ CPA 401(K) PLAN

401k

Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FINTZ CPA CASH BALANCE PLAN

CashBalance

Assets$595K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FINTZ CPA 401(K) PLAN401k$1.7M102024
002FINTZ CPA CASH BALANCE PLANCashBalance$595K72024
Retirement plans
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