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Sponsor portfolio

SUSAN DEMERER, P.A.

EIN 46-1645120-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
6
5804 NW 26TH COURT - BOCA RATON, FL 33496561-213-6347
Plans on this EIN
2 filings
#002CashBalance-$3.7M - 3 part#001401k-$1.1M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • DEMERER, PA 401(K) (#001)23%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • DEMERER, PA 401(K) (#001)3
Total 6Click 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

SUSAN DEMERER, P.A. CASH BALANCE PLAN

CashBalance

Assets$3.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUSAN DEMERER, PA 401(K) PLAN

401k

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUSAN DEMERER, P.A. CASH BALANCE PLANCashBalance$3.7M32025
001SUSAN DEMERER, PA 401(K) PLAN401k$1.1M32024
Retirement plans
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