Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
LISA AMEER MARX, P.A.
EIN 26-4702415Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
21
420 SOUTH STATE RD. 7, SUITE 140 - ROYAL PALM BEACH, FL 33414561-798-4998
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 21 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#001
PALM BEACH CHILDREN'S DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$1.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALM BEACH CHILDREN'S DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALM BEACH CHILDREN'S DENTISTRY RETIREMENT PLAN & TRUST | 401k | $1.5M | 11 | 2025 | |
| 002 | PALM BEACH CHILDREN'S DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 10 | 2025 |
Retirement plans