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Sponsor portfolio

COASTAL FOOT AND ANKLE SPECIALISTS

EIN 81-1494733-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$892K assets
Welfare
0
Participants
8
7035 1ST AVE S. - ST. PETERSBURG, FL 33707727-347-8872
Plans on this EIN
2 filings
#002CashBalance-$633K - 4 part#001401k-$259K - 4 part

Retirement portfolio analytics

2 plans aggregated / $892K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • ANKLE SPECIALISTS 401(K) (#001)29%
Total $892KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • ANKLE SPECIALISTS 401(K) (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COASTAL FOOT AND ANKLE SPECIALISTS CASH BALANCE PLAN

CashBalance

Assets$633K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

COASTAL FOOT AND ANKLE SPECIALISTS 401(K) PLAN

401k

Assets$259K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COASTAL FOOT AND ANKLE SPECIALISTS CASH BALANCE PLANCashBalance$633K42024
001COASTAL FOOT AND ANKLE SPECIALISTS 401(K) PLAN401k$259K42024
Retirement plans
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