Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDRA A. WORMAN, D.D.S., P.A.
EIN 59-1678714Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
33
5353 FIRST AVENUE SOUTH - ST. PETERSBURG, FL 33707727-321-6911
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 33 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
SANDRA A. WORMAN, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANDRA A. WORMAN, D.D.S., P.A. PROFIT SHARING PLAN
401k
Assets$1.4M
Participants16
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 | SANDRA A. WORMAN, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $2.9M | 17 | 2025 | |
| 001 | SANDRA A. WORMAN, D.D.S., P.A. PROFIT SHARING PLAN | 401k | $1.4M | 16 | 2025 |
Retirement plans