Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$856K
Filings through .
Glenn Klausman PA
EIN 47-3916488Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
0
Participants
10
1201 LOUISIANA AVE STE A - WINTER PARK, FL 327892340407-917-1718
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GLENN KLAUSMAN PA 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$856K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GLENN KLAUSMAN PA CASH BALANCE PENSION PLAN
Cash balance
Assets$761K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GLENN KLAUSMAN PA 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $856K | 5 | 2025 |
| #002 | GLENN KLAUSMAN PA CASH BALANCE PENSION PLAN | Cash balance | $761K | 5 | 2025 |
- #001 · 401(k) · 20255
- #002 · Cash balance · 20255
Retirement plans