Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENRY E. VALENZUELA, P.A.
EIN 59-3385951Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
17
100 N. TAMPA STREET, SUITE 2350 - TAMPA, FL 33602813-272-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 17 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#003
HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN
401k
Assets$3.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.4M | 9 | 2025 | |
| 002 | HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | 401k | $3.7M | 8 | 2024 |
Retirement plans