Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERMANN & GERMANN, P.A.
EIN 59-2895731Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$558K assets
Welfare
0
Participants
10
5327 COMMERCIAL WAY, SUITE B-109 - SPRING HILL, FL 34606352-596-0526
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $558K assets / 10 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#002
GERMANN & GERMANN DEFINED BENEFIT PLAN
TraditionalDB
Assets$452K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GERMANN & GERMANN 401(K) PLAN
401k
Assets$106K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GERMANN & GERMANN DEFINED BENEFIT PLAN | TraditionalDB | $452K | 4 | 2024 | |
| 001 | GERMANN & GERMANN 401(K) PLAN | 401k | $106K | 6 | 2024 |
Retirement plans