Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
GLENN KLAUSMAN PA
EIN 47-3916488Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
1201 LOUISIANA AVE STE A - WINTER PARK, FL 32789407-917-1718
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 10 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
GLENN KLAUSMAN PA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$628K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLENN KLAUSMAN PA CASH BALANCE PENSION PLAN
CashBalance
Assets$603K
Participants5
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 | GLENN KLAUSMAN PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $628K | 5 | 2024 | |
| 002 | GLENN KLAUSMAN PA CASH BALANCE PENSION PLAN | CashBalance | $603K | 5 | 2024 |
Retirement plans