Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Mike Dal Lago PA
EIN 47-3064464Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$524K assets
Welfare
0
Participants
19
999 VANDERBILT BCH RD STE 200 - NAPLES, FL 34108239-571-6877
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $524K assets / 19 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
MIKE DAL LAGO PA
401(k)
Assets$384K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MIKE DAL LAGO PA CASH BALANCE PLAN
Cash balance
Assets$113K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MIKE DAL LAGO PA PROFIT SHARING PLAN
Profit-sharing
Assets$26K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MIKE DAL LAGO PA | 401(k) | $384K | 7 | 2025 | |
| 002 | MIKE DAL LAGO PA CASH BALANCE PLAN | Cash balance | $113K | 6 | 2025 | |
| 003 | MIKE DAL LAGO PA PROFIT SHARING PLAN | Profit-sharing | $26K | 6 | 2025 |
Retirement plans