Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERMAN R. MATALLANA, D.O., P.A.
EIN 73-1646412Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$721K assets
Welfare
0
Participants
20
5420 STRICKLAND AVE. - LAKELAND, FL 33812863-701-9510
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $721K assets / 20 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
HERMAN R. MATALLANA, D.O., P.A. CASH BALANCE PLAN
CashBalance
Assets$463K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERMAN R. MATALLANA, D.O., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$258K
Participants12
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 | HERMAN R. MATALLANA, D.O., P.A. CASH BALANCE PLAN | CashBalance | $463K | 8 | 2025 | |
| 001 | HERMAN R. MATALLANA, D.O., P.A. 401(K) PROFIT SHARING PLAN | 401k | $258K | 12 | 2025 |
Retirement plans