Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D. SEATON AND ASSOCIATES, P.A.
EIN 65-0960293Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
5
3318 BRADENHAM LANE - DAVIE, FL 33328954-440-4867
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 5 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
D. SEATON AND ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
D. SEATON AND ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants3
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 | D. SEATON AND ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $2.1M | 2 | 2024 | |
| 001 | D. SEATON AND ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 3 | 2024 |
Retirement plans