Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LAW OFFICES OF SPENCER G. MORGAN, P.A.
EIN 65-1072392Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
22
9155 S. DADELAND BLVD, SUITE 1104 - MIAMI, FL 33156305-423-3800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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
SPENCER G. MORGAN, P.A. RETIREMENT PLAN
401k
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPENCER G. MORGAN, P.A. CASH BALANCE PLAN
CashBalance
Assets$222K
Participants11
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 | SPENCER G. MORGAN, P.A. RETIREMENT PLAN | 401k | $1.4M | 11 | 2024 | |
| 002 | SPENCER G. MORGAN, P.A. CASH BALANCE PLAN | CashBalance | $222K | 11 | 2024 |
Retirement plans