Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALM HARBOR FAM. PRAC. AND WALK IN
EIN 59-3046976Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
31
9 PINE CONE DRIVE, SUITE 102 - PALM COAST, FL 321378675386-445-6191
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 31 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
PALM HARBOR FAM. PRAC. AND WALK IN PROFIT SHARING PLAN
401k
Assets$1.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALM HARBOR FAM. PRAC. AND WALK IN PENSION PLAN
MoneyPurchase
Assets$104K
Participants7
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 | PALM HARBOR FAM. PRAC. AND WALK IN PROFIT SHARING PLAN | 401k | $1.1M | 24 | 2024 | |
| 002 | PALM HARBOR FAM. PRAC. AND WALK IN PENSION PLAN | MoneyPurchase | $104K | 7 | 2024 |
Retirement plans