Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUIS E. MARTINEZ, P.A.
EIN 59-3213457Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
15
3770 16TH STREET NORTH - ST. PETERSBURG, FL 337041020727-526-3868stpetecosmeticdentistry.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 15 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
LUIS E. MARTINEZ, P.A. PROFIT SHARING PLAN
401k
Assets$4.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN
CashBalance
Assets$56K
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 | LUIS E. MARTINEZ, P.A. PROFIT SHARING PLAN | 401k | $4.3M | 8 | 2024 | |
| 002 | LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN | CashBalance | $56K | 7 | 2025 |
Retirement plans