Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTHONY L.G., PLLC
EIN 56-2306696Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
6
625 NORTH FLAGLER DRIVE, SUITE 600 - WEST PALM BEACH, FL 33401800-341-2684
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 6 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#001
ANTHONY L.G., PLLC PROFIT SHARING PLAN
401k
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANTHONY L.G., PLLC CASH BALANCE PLAN
CashBalance
Assets$970K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANTHONY L.G., PLLC PROFIT SHARING PLAN | 401k | $1.9M | 3 | 2024 | |
| 002 | ANTHONY L.G., PLLC CASH BALANCE PLAN | CashBalance | $970K | 3 | 2024 |
Retirement plans