Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROFESSIONAL ADVISORY SERVICES INC
EIN 59-1743313investment managementLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Welfare
0
Participants
29
2770 INDIAN RIVER BLVD, STE 204 - VERO BEACH, FL 32960800-847-7274pa-services.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 29 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
PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$9.3M
Participants13
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 | PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.7M | 16 | 2025 | |
| 003 | PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN | CashBalance | $9.3M | 13 | 2025 |
Retirement plans