Sponsor portfolio
SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A.
EIN 59-1460004accountingLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
30
4621 PONCE DE LEON BLVD - CORAL GABLES, FL 33146305-666-7229swkj-cpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. 401K PROFIT SHARING PLAN AND TRUST | 401k | $2.6M | 30 | 2025 |
Retirement plans