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  2. Wicker, Smith, Ohara, McCoy & Ford, P.A.
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Filings through Oct 24, 2026.

Wicker, Smith, Ohara, McCoy & Ford, P.A.

EIN 65-0089075-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$117.0M assets
Health & Benefits
1
$1.4M premiums
Participants
1,347
2800 PONCE DE LEON BLVD, SUITE 800 - CORAL GABLES, FL 33134305-448-3939LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401(k)-$93.2M - 388 part#001401(k)-$23.8M - 402 part#502Mixed-$1.4M - 555 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $117.0M assets / 790 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) PLAN II (#002)$93.2M
  • 401(K) PLAN I (#001)$23.8M
Total $117.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN I (#001)402
  • 401(K) PLAN II (#002)388
Total 790Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$932K
  • Dental$183K
  • Vision$183K
  • Long-term disability$166K
  • Other$123K
  • Life$123K
  • +1 more
Total $1.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WICKER SMITH 401(K) PLAN II

401(k)

Assets$93.2M
Participants388
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WICKER SMITH 401(K) PLAN I

401(k)

Assets$23.8M
Participants402
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WICKER, SMITH, O'HARA, MCCOY & FORD, P.A. FLEXIBLE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives555
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WICKER SMITH 401(K) PLAN II401(k)$93.2M3882025
#001WICKER SMITH 401(K) PLAN I401(k)$23.8M4022025
  • WICKER SMITH 401(K) PLAN II$93.2M
    #002 · 401(k) · 2025388
  • WICKER SMITH 401(K) PLAN I$23.8M
    #001 · 401(k) · 2025402

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502WICKER, SMITH, O'HARA, MCCOY & FORD, P.A. FLEXIBLE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$1.4M5552025
  • WICKER, SMITH, O'HARA, MCCOY & FORD, P.A. FLEXIBLE BENEFIT PLAN$1.4M
    #502 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025555
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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