Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NELSON GONZALEZ P.A.
EIN 65-0400893Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
12
P.O BOX 402067 - MIAMI BEACH, FL 33140305-815-9840
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 12 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
NELSON GONZALEZ P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NELSON GONZALEZ, P.A. 401(K) PLAN
401k
Assets$254K
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 | |
|---|---|---|---|---|---|---|
| 001 | NELSON GONZALEZ P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.3M | 5 | 2024 | |
| 002 | NELSON GONZALEZ, P.A. 401(K) PLAN | 401k | $254K | 7 | 2024 |
Retirement plans