Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STOCKWELL, REISMAN, PAULK & TAYLOR, P.A.
EIN 59-1641854Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$23.9M assets
Welfare
0
Participants
210
2400 MICCOSUKEE ROAD - TALLAHASSEE, FL 32308850-877-2105
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.9M assets / 210 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
DIGESTIVE DISEASE CLINIC 401(K) PROFIT SHARING PLAN
401k
Assets$15.4M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN
CashBalance
Assets$8.5M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIGESTIVE DISEASE CLINIC 401(K) PROFIT SHARING PLAN | 401k | $15.4M | 103 | 2025 | |
| 003 | DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN | CashBalance | $8.5M | 107 | 2024 |
Retirement plans