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Sponsor portfolio

PAUL M. HARDEN

EIN 59-1894696-legal services-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
10
1431 RIVERPLACE BOULEVARD, SUITE 901 - JACKSONVILLE, FL 32207904-396-5731LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002401k-$2.8M - 5 part#003CashBalance-$1.9M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • CASH BALANCE PLAN (#003)40%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • CASH BALANCE PLAN (#003)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PAUL M. HARDEN 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

PAUL M. HARDEN CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PAUL M. HARDEN 401(K) PROFIT SHARING PLAN401k$2.8M52025
003PAUL M. HARDEN CASH BALANCE PLANCashBalance$1.9M52025
Retirement plans
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