Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PANORAMIKA ADVISORS, INC
EIN 47-0960976investment bankingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
201 SOUTH BISCAYNE BLVD, SUITE 2800 - MIAMI, FL 33131305-913-7569LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 4 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#001
PANORAMIKA ADVISORS 401(K) PLAN
401k
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PANORAMIKA ADVISORS, INC CASH BALANCE PLAN
CashBalance
Assets$180K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PANORAMIKA ADVISORS 401(K) PLAN | 401k | $1.3M | 2 | 2025 | |
| 002 | PANORAMIKA ADVISORS, INC CASH BALANCE PLAN | CashBalance | $180K | 2 | 2025 |
Retirement plans