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  2. EDWARD C. TAYLOR, PH.D., P.A.
Sponsor portfolio

EDWARD C. TAYLOR, PH.D., P.A.

EIN 59-3653807-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
18
8382 BAYMEADOWS ROAD, SUITE 1 - JACKSONVILLE, FL 32256904-886-9006LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.8M - 8 part#002CashBalance-$811K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PH.D., P.A. 401(K) (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • PH.D., P.A. 401(K) (#001)8
Total 18Click 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

EDWARD C. TAYLOR, PH.D., P.A. 401(K) PLAN

401k

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDWARD C. TAYLOR, PH.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$811K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EDWARD C. TAYLOR, PH.D., P.A. 401(K) PLAN401k$1.8M82025
002EDWARD C. TAYLOR, PH.D., P.A. CASH BALANCE PLANCashBalance$811K102024
Retirement plans
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