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  2. BURSOR & FISHER P.A.
Sponsor portfolio

BURSOR & FISHER P.A.

EIN 27-4386737-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
47
701 BRICKELL AVE, STE 2100, - MIAMI, FL 33131212-989-9113
Plans on this EIN
2 filings
#003401k-$3.1M - 32 part#002401k-$2.3M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • & FISHER 401(K) (#003)57%
  • P.A. RETIREMENT PLAN (#002)43%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & FISHER 401(K) (#003)32
  • P.A. RETIREMENT PLAN (#002)15
Total 47Click 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#003

BURSOR & FISHER 401(K) PLAN

401k

Assets$3.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURSOR & FISHER P.A. RETIREMENT PLAN

401k

Assets$2.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BURSOR & FISHER 401(K) PLAN401k$3.1M322024
002BURSOR & FISHER P.A. RETIREMENT PLAN401k$2.3M152024
Retirement plans
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