Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPECIFIED SALES ASSOCIATES, LLC
EIN 71-1012325ConstructionLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
125
12301 LAKE UNDERHILL ROAD, SUITE 237 - TAMPA, FL 33619813-621-0700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 125 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
SPECIFIED SALES ASSOCIATES, LLC 401(K) PLAN
401k
Assets$3.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPECIFIED SALES ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants55
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 | SPECIFIED SALES ASSOCIATES, LLC 401(K) PLAN | 401k | $3.6M | 70 | 2025 | |
| 002 | SPECIFIED SALES ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $1.7M | 55 | 2025 |
Retirement plans