Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARBARA L. WILHITE P.A.
EIN 27-2171562Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
6327 GRAND BLVD - NEW PORT RICHEY, FL 34652727-742-0733
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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
BARBARA L. WILHITE P.A. CASH BALANCE PLAN
CashBalance
Assets$793K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARBARA L. WILHITE P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$425K
Participants3
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 | BARBARA L. WILHITE P.A. CASH BALANCE PLAN | CashBalance | $793K | 3 | 2024 | |
| 002 | BARBARA L. WILHITE P.A. 401(K) PROFIT SHARING PLAN | 401k | $425K | 3 | 2024 |
Retirement plans