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  2. JEFFREY C. ROTH, P.A.
Sponsor portfolio

JEFFREY C. ROTH, P.A.

EIN 59-2581897-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$11.1M assets
Welfare
0
Participants
16
866 SOUTH DIXIE HIGHWAY - CORAL GABLES, FL 33146305-662-4141
Plans on this EIN
2 filings
#003401k-$8.1M - 8 part#004CashBalance-$3.0M - 8 part

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • P.A. RETIREMENT PLAN (#003)73%
  • CASH BALANCE PLAN (#004)27%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.A. RETIREMENT PLAN (#003)8
  • CASH BALANCE PLAN (#004)8
Total 16Click 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#003

JEFFREY C. ROTH, P.A. RETIREMENT PLAN

401k

Assets$8.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ROTH CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JEFFREY C. ROTH, P.A. RETIREMENT PLAN401k$8.1M82025
004ROTH CASH BALANCE PLANCashBalance$3.0M82025
Retirement plans
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