Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHLEY BRINSON CUSACK, P.A.
EIN 65-0897422Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
550 S DIXIE HIGHWAY - CORAL GABLES, FL 33146305-798-8685
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 10 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
ASHLEY BRINSON CUSACK DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ASHLEY BRINSON CUSACK 401(K) PLAN
401k
Assets$413K
Participants5
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 | ASHLEY BRINSON CUSACK DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 5 | 2025 | |
| 001 | ASHLEY BRINSON CUSACK 401(K) PLAN | 401k | $413K | 5 | 2025 |
Retirement plans