Filings through .
Sponsor portfolio
Peninsula Asset Management, Inc.
EIN 59-2163440financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
5
1001 THIRD AVENUE WEST, SUITE 220 - BRADENTON, FL 34205941-748-8680peninsulaasset.comLinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 001 | PENINSULA ASSET MANAGEMENT, INC. 401(K) RETIREMENT PLAN | 401(k) | $3.4M | 5 | 2025 |
Retirement plans