Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORMAN E. TAPLIN & ASSOCIATES, P.A.
EIN 65-0986079Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
22
2535 EMBASSY DRIVE - WEST PALM BEACH, FL 334011014561-684-8399
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.6M assets / 22 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#001
NORMAN E TAPLIN & ASSOCIATES PA, DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORMAN E. TAPLIN & ASSOCIATES, P.A., 401(K) PROFIT SHARING PLAN
401k
Assets$808K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORMAN E TAPLIN & ASSOCIATES PA, DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.8M | 9 | 2025 | |
| 002 | NORMAN E. TAPLIN & ASSOCIATES, P.A., 401(K) PROFIT SHARING PLAN | 401k | $808K | 13 | 2025 |
Retirement plans