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Sponsor portfolio

THE AKON GROUP

EIN 47-4938040-medical practice-Latest filing 2025
Plans
3
Retirement
3
$433K assets
Welfare
0
Participants
49
1511 N WESTSHORE BLVD, STE 720 - TAMPA, FL 33607813-892-0515LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$262K - 9 part#001ProfitSharing-$94K - 10 part#003401k-$77K - 30 part

Retirement portfolio analytics

3 plans aggregated / $433K assets / 49 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • GROUP RETIREMENT PLAN (#002)61%
  • PROFIT SHARING PLAN (#001)22%
  • FOR SENIORS 401(K) (#003)18%
Total $433KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR SENIORS 401(K) (#003)30
  • PROFIT SHARING PLAN (#001)10
  • GROUP RETIREMENT PLAN (#002)9
Total 49Click 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

THE AKON GROUP RETIREMENT PLAN

CashBalance

Assets$262K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE AKON GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$94K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUNDS FOR SENIORS 401(K) PLAN

401k

Assets$77K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE AKON GROUP RETIREMENT PLANCashBalance$262K92024
001THE AKON GROUP PROFIT SHARING PLANProfitSharing$94K102024
003SOUNDS FOR SENIORS 401(K) PLAN401k$77K302025
Retirement plans
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