Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
ALAN G. SPOON
EIN 52-2281210Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
2
1281 GULF OF MEXICO DRIVE, #1102 - LONGBOAT KEY, FL 34228781-466-8448
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 2 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#002
ALAN G. SPOON PROFIT SHARING PLAN PART QRP
ProfitSharing
Assets$806K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALAN G. SPOON MONEY PURCHASE PLAN PART QRP
MoneyPurchase
Assets$651K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALAN G. SPOON PROFIT SHARING PLAN PART QRP | ProfitSharing | $806K | 1 | 2025 | |
| 001 | ALAN G. SPOON MONEY PURCHASE PLAN PART QRP | MoneyPurchase | $651K | 1 | 2025 |
Retirement plans