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  2. DAVID LOMBARDI, P.A.
Sponsor portfolio

DAVID LOMBARDI, P.A.

EIN 65-0901643-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
160 NW 26TH STREET, #201 - MIAMI, FL 33127305-695-1600
Plans on this EIN
2 filings
#001CashBalance-$1.7M - 2 part#002401k-$26K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • P. A. PENSION (#001)99%
  • PROFIT SHARING PLAN (#002)1%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • P. A. PENSION (#001)2
Total 5Click 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#001

DAVID LOMBARDI, P. A. PENSION PLAN

CashBalance

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID LOMBARDI, P.A. PROFIT SHARING PLAN

401k

Assets$26K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID LOMBARDI, P. A. PENSION PLANCashBalance$1.7M22024
002DAVID LOMBARDI, P.A. PROFIT SHARING PLAN401k$26K32025
Retirement plans
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