Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHAFRITZ AND ASSOCIATES, P.A.
EIN 65-0766015legal servicesLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
31
601 CONGRESS AVENUE, SUITE 424 - DELRAY BEACH, FL 33445561-278-7828LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M 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
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants15
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 | SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 16 | 2025 | |
| 002 | SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $1.9M | 15 | 2025 |
Retirement plans