Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALCES & ASOCIADOS LLC
EIN 36-4892181Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
2980 NE 207TH STREET, UNIT 411 - AVENTURA, FL 33180305-231-7400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 8 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#002
ALCES AND ASOCIADOS CASH BALANCE PLAN
CashBalance
Assets$835K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALCES AND ASOCIADOS 401(K) PROFIT SHARING PLAN
401k
Assets$395K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALCES AND ASOCIADOS CASH BALANCE PLAN | CashBalance | $835K | 4 | 2025 | |
| 001 | ALCES AND ASOCIADOS 401(K) PROFIT SHARING PLAN | 401k | $395K | 4 | 2025 |
Retirement plans