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  2. TODD K. MINER, P.A.
Sponsor portfolio

TODD K. MINER, P.A.

EIN 30-0015591-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
35
915 OUTER ROAD, SUITE 100 - ORLANDO, FL 32814407-894-1480LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 14 part#001401k-$2.3M - 21 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • PLAN & TRUST (#001)47%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)21
  • CASH BALANCE PLAN (#002)14
Total 35Click 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#002

TODD K. MINER, P. A. CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TODD K. MINER, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TODD K. MINER, P. A. CASH BALANCE PLANCashBalance$2.5M142025
001TODD K. MINER, P.A. 401(K) PROFIT SHARING PLAN & TRUST401k$2.3M212025
Retirement plans
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