Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAY STINSON DVM LLC
EIN 47-1607114Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
29
1313 US HWY 441 SE - OKEECHOBEE, FL 34974321-863-0915
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 29 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
JAY STINSON DVM LLC 401K PROFIT SHARING PLAN
401k
Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY STINSON DVM LLC CASH BALANCE PLAN
CashBalance
Assets$697K
Participants12
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 | JAY STINSON DVM LLC 401K PROFIT SHARING PLAN | 401k | $1.3M | 17 | 2024 | |
| 002 | JAY STINSON DVM LLC CASH BALANCE PLAN | CashBalance | $697K | 12 | 2024 |
Retirement plans