Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARDELLA GRACE P.A.
EIN 81-4709601Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
18
1326 NOBLE HERON WAY - NAPLES, FL 34105703-556-9600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M 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#002
GARDELLA GRACE P.A. CASH BALANCE PLAN
CashBalance
Assets$875K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GARDELLA GRACE P.A. 401(K) RETIREMENT PLAN
401k
Assets$785K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GARDELLA GRACE P.A. CASH BALANCE PLAN | CashBalance | $875K | 7 | 2025 | |
| 001 | GARDELLA GRACE P.A. 401(K) RETIREMENT PLAN | 401k | $785K | 11 | 2025 |
Retirement plans