Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
P. DEE G STEPHENSON MD PA
EIN 65-0058943Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
14
200 PALERMO PLACE - VENICE, FL 34285941-485-1121
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 14 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#002
P. DEE G STEPHENSON M.D. P.A. 401(K) PSP
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
P. DEE G STEPHENSON MD PA CASH BALANCE PLAN
CashBalance
Assets$912K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | P. DEE G STEPHENSON M.D. P.A. 401(K) PSP | 401k | $2.6M | 7 | 2025 | |
| 003 | P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | CashBalance | $912K | 7 | 2025 |
Retirement plans