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  2. BACEN & JORDAN, P.A
Sponsor portfolio

BACEN & JORDAN, P.A

EIN 65-0892586-law practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
50
8050 S.W. 10TH STREET, STE. 1400 - PLANTATION, FL 33324954-961-5544bacenjordan.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#003CashBalance-$1.1M - 23 part#002ProfitSharing-$256K - 27 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#003)81%
  • PROFIT SHARING PLAN (#002)19%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)27
  • CASH BALANCE PLAN (#003)23
Total 50Click 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#003

BACEN & JORDAN PA CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BACEN & JORDAN PA PROFIT SHARING PLAN

ProfitSharing

Assets$256K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BACEN & JORDAN PA CASH BALANCE PLANCashBalance$1.1M232025
002BACEN & JORDAN PA PROFIT SHARING PLANProfitSharing$256K272025
Retirement plans
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