Sponsor portfolio
CURTIS CARLSON & ASSOCIATES PA
EIN 65-0246750Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
2655 S LE JEUNE RD STE 1108 - CORAL GABLES, FL 331345802305-372-9700
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURTIS CARLSON & ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.9M | 5 | 2025 |
Retirement plans