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Sponsor portfolio

ERIC A. PONCE

EIN 59-3104276-insurance-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
42
2240 N. WICKHAM ROAD - MELBOURNE, FL 32935321-773-7500LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#002401k-$2.8M - 19 part#001ProfitSharing-$2.2M - 23 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • A. PONCE 401(K) (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)23
  • A. PONCE 401(K) (#002)19
Total 42Click 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

ERIC A. PONCE 401(K) PLAN

401k

Assets$2.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ERIC A. PONCE PROFIT SHARING PLAN

ProfitSharing

Assets$2.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERIC A. PONCE 401(K) PLAN401k$2.8M192025
001ERIC A. PONCE PROFIT SHARING PLANProfitSharing$2.2M232025
Retirement plans
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