Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL PAPE & ASSOCIATES, P.A.
EIN 59-2387911Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
19
2460 NW 72ND COURT - OCALA, FL 34482352-266-2442
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 19 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#001
MICHAEL PAPE & ASSOCIATES P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MICHAEL PAPE & ASSOCIATES P.A. CASH BALANCE PLAN
CashBalance
Assets$563K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHAEL PAPE & ASSOCIATES P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 10 | 2025 | |
| 002 | MICHAEL PAPE & ASSOCIATES P.A. CASH BALANCE PLAN | CashBalance | $563K | 9 | 2025 |
Retirement plans