Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
DOWNEY/MCELROY, P.A.
EIN 65-0343931Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
31
3501 PGA BLVD., SUITE 201 - PALM BEACH GARDENS, FL 33410561-691-2043downeymcelroy.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 31 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#001
DOWNEY & DOWNEY PA PROFIT SHARING PLAN & TRUST
401k
Assets$2.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DOWNEY & DOWNEY PA DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOWNEY & DOWNEY PA PROFIT SHARING PLAN & TRUST | 401k | $2.6M | 14 | 2024 | |
| 003 | DOWNEY & DOWNEY PA DEFINED BENEFIT PLAN | TraditionalDB | $2.6M | 17 | 2024 |
Retirement plans