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  2. RONALD S. FRIEDMAN CPA PA
Sponsor portfolio

RONALD S. FRIEDMAN CPA PA

EIN 65-0124351-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
24
8201 PETERS ROAD, SUITE 1000 - PLANTATION, FL 33324954-315-7150
Plans on this EIN
2 filings
#001401k-$841K - 12 part#002CashBalance-$697K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)12
Total 24Click 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

RONALD S. FRIEDMAN CPA PA 401(K) PROFIT SHARING PLAN

401k

Assets$841K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RONALD S. FRIEDMAN CPA PA CASH BALANCE PLAN

CashBalance

Assets$697K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RONALD S. FRIEDMAN CPA PA 401(K) PROFIT SHARING PLAN401k$841K122025
002RONALD S. FRIEDMAN CPA PA CASH BALANCE PLANCashBalance$697K122024
Retirement plans
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