Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINER YOU P.A.
EIN 47-1651030hospital & health careLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
26
4429 FLORIDA NATIONAL DR - LAKELAND, FL 33813863-647-2200fineryou.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 26 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
FINER YOU P.A. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FINER YOU P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$606K
Participants15
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 | FINER YOU P.A. CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2024 | |
| 001 | FINER YOU P.A. 401(K) PROFIT SHARING PLAN | 401k | $606K | 15 | 2024 |
Retirement plans