Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRS. ELIAS & OAKLEY, P.A.
EIN 75-3026618Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 18 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
DRS. ELIAS & OAKLEY, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DRS. ELIAS & OAKLEY, P. A. CASH BALANCE PLAN
CashBalance
Assets$806K
Participants9
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 | DRS. ELIAS & OAKLEY, P. A. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 9 | 2024 | |
| 002 | DRS. ELIAS & OAKLEY, P. A. CASH BALANCE PLAN | CashBalance | $806K | 9 | 2024 |
Retirement plans