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Sponsor portfolio

PETTY P.A.

EIN 47-4512012-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
11
111 SECOND AVENUE N.E., SUITE 902 - ST. PETERSBURG, FL 33701727-871-6531
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 5 part#001401k-$1.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • PETTY P.A. 401(K) (#001)46%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PETTY P.A. 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PETTY P.A. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PETTY P.A. 401(K) PLAN

401k

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PETTY P.A. CASH BALANCE PLANCashBalance$1.9M52025
001PETTY P.A. 401(K) PLAN401k$1.6M62025
Retirement plans
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