Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
RICHARD R. SHAKER, D.C., PA
EIN 59-3102942Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$478K assets
Welfare
0
Participants
4
3314 HENDERSON BLVD., SUITE 203 - TAMPA, FL 33609813-876-9552
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $478K assets / 4 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
RICHARD R. SHAKER, D.C., P.A. CASH BALANCE PLAN
CashBalance
Assets$397K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RICHARD R. SHAKER, D.C., PA 401(K) PLAN
401k
Assets$81K
Participants2
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 | RICHARD R. SHAKER, D.C., P.A. CASH BALANCE PLAN | CashBalance | $397K | 2 | 2024 | |
| 001 | RICHARD R. SHAKER, D.C., PA 401(K) PLAN | 401k | $81K | 2 | 2024 |
Retirement plans