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Sponsor portfolio

PEACH TREE DESIGNS INC.

EIN 65-0707931-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$972K assets
Welfare
0
Participants
10
407 5TH AVE S - NAPLES, FL 34102239-643-4202
Plans on this EIN
2 filings
#001401k-$505K - 5 part#002CashBalance-$467K - 5 part

Retirement portfolio analytics

2 plans aggregated / $972K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $972KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click 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

PEACH TREE DESIGNS 401K & PROFIT SHARING PLAN

401k

Assets$505K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PEACH TREE DESIGNS CASH BALANCE PLAN

CashBalance

Assets$467K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PEACH TREE DESIGNS 401K & PROFIT SHARING PLAN401k$505K52025
002PEACH TREE DESIGNS CASH BALANCE PLANCashBalance$467K52024
Retirement plans
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