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  2. SCOTT NEEDLES, P.A.
Sponsor portfolio

SCOTT NEEDLES, P.A.

EIN 41-2262600-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$672K assets
Welfare
0
Participants
2
1000 NORTH COLLIER BLVD., SUITE 1 - MARCO ISLAND, FL 34145239-394-7515
Plans on this EIN
2 filings
#001401k-$471K - 1 part#002CashBalance-$201K - 1 part

Retirement portfolio analytics

2 plans aggregated / $672K assets / 2 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • NEEDLES, P.A., 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $672KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEEDLES, P.A., 401(K) (#001)1
  • CASH BALANCE PLAN (#002)1
Total 2Click 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#001

SCOTT NEEDLES, P.A., 401(K) PLAN

401k

Assets$471K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOTT NEEDLES, P.A. CASH BALANCE PLAN

CashBalance

Assets$201K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOTT NEEDLES, P.A., 401(K) PLAN401k$471K12024
002SCOTT NEEDLES, P.A. CASH BALANCE PLANCashBalance$201K12025
Retirement plans
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