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Sponsor portfolio

STEVEN M. THAGARD

EIN 59-3206994-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
14
1000 LEGION PLACE, SUITE 1400 - ORLANDO, FL 32801407-754-0540
Plans on this EIN
2 filings
#001401k-$7.0M - 7 part#002CashBalance-$2.3M - 7 part

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • M. THAGARD 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M. THAGARD 401(K) (#001)7
  • CASH BALANCE PLAN (#002)7
Total 14Click 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#001

STEVEN M. THAGARD 401(K) PLAN

401k

Assets$7.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVEN M. THAGARD CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVEN M. THAGARD 401(K) PLAN401k$7.0M72025
002STEVEN M. THAGARD CASH BALANCE PLANCashBalance$2.3M72025
Retirement plans
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