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  2. IAN S. SEITEL, PA
Sponsor portfolio

IAN S. SEITEL, PA

EIN 59-2509688-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
3
SUITE 460 - FORT LAUDERDALE, FL 33301954-524-1127seitellaw.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 1 part#001401k-$775K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • CASH BALANCE PLAN (#002)1
Total 3Click 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

IAN S. SEITEL, PA CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IAN S. SEITEL, PA 401(K) PROFIT SHARING PLAN

401k

Assets$775K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002IAN S. SEITEL, PA CASH BALANCE PLANCashBalance$1.0M12025
001IAN S. SEITEL, PA 401(K) PROFIT SHARING PLAN401k$775K22025
Retirement plans
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