Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC.
EIN 65-0771374Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
115
12140 CARISSA COMMERCE COURT, SUITE 201 - FT. MYERS, FL 33966239-267-2638
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 115 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#002
PRIORITY MARKETING 401(K) PLAN
401k
Assets$3.5M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRIORITY MARKETING 401(K) PLAN | 401k | $3.5M | 59 | 2025 | |
| 003 | PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 56 | 2025 |
Retirement plans