Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY
EIN 27-0949520Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
20
12955 BISCAYNE BLVD STE 201 - NORTH MIAMI, FL 33261305-992-2540
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 20 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
SHMUELY & WILLIS PA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN
TraditionalDB
Assets$586K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHMUELY & WILLIS PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 11 | 2025 | |
| 002 | CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN | TraditionalDB | $586K | 9 | 2025 |
Retirement plans