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Sponsor portfolio

MITCHELL FELDMAN, ESQ. PA

EIN 81-3730742-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
11
12610 RACE TRACK ROAD,, SUITE 225 - TAMPA, FL 33626813-639-9366
Plans on this EIN
2 filings
#002CashBalance-$685K - 5 part#001401k-$375K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CASH BALANCE PLAN (#002)65%
  • ESQ. PA 401(K) (#001)35%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESQ. PA 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

MITCHELL FELDMAN, ESQ. PA CASH BALANCE PLAN

CashBalance

Assets$685K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MITCHELL FELDMAN, ESQ. PA 401(K) PLAN

401k

Assets$375K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MITCHELL FELDMAN, ESQ. PA CASH BALANCE PLANCashBalance$685K52024
001MITCHELL FELDMAN, ESQ. PA 401(K) PLAN401k$375K62025
Retirement plans
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