Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
DRS. WALZER, SULLIVAN, HLOUSEK, JONES, CHAMBERS & KUFTA, P.A.
EIN 52-1719647medical practiceLatest filing 2024
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
74
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 74 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#003
DRS. WALZER, SULLIVAN, HLOUSEK & JONES, P.A. 401K PROFIT SHARING PLAN & TRUST
401k
Assets$8.6M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DRS. WALZER, SULLIVAN, HLOUSEK & JONES, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DRS. WALZER, SULLIVAN, HLOUSEK & JONES, P.A. 401K PROFIT SHARING PLAN & TRUST | 401k | $8.6M | 47 | 2024 | |
| 004 | DRS. WALZER, SULLIVAN, HLOUSEK & JONES, P.A. CASH BALANCE PLAN | CashBalance | $2.8M | 27 | 2024 |
Retirement plans