Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEW A. LINDE, P.A.
EIN 52-2386988law practiceLatest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
17
12693 NEW BRITTANY BLVD - FORT MYERS, FL 33907239-939-7100floridaprobatelitigator.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 17 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
MATTHEW A. LINDE, P.A. CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MATTHEW A. LINDE, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants9
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 | MATTHEW A. LINDE, P.A. CASH BALANCE PLAN | CashBalance | $3.4M | 8 | 2024 | |
| 001 | MATTHEW A. LINDE, P. A. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 9 | 2024 |
Retirement plans