Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROLE SMITH, P.A.
EIN 65-0797922Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
4
4277 INGRAHAM HIGHWAY - MIAMI, FL 33133305-710-1010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 4 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#003
CAROLE SMITH, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAROLE SMITH, P.A. 401(K) PLAN
401k
Assets$927K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CAROLE SMITH, P.A. CASH BALANCE PLAN | CashBalance | $1.3M | 2 | 2024 | |
| 002 | CAROLE SMITH, P.A. 401(K) PLAN | 401k | $927K | 2 | 2024 |
Retirement plans