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Sponsor portfolio

EXPERT TECH SERVICE, INC.

EIN 81-4805283-Construction-Latest filing 2025
Plans
2
Retirement
2
$606K assets
Welfare
0
Participants
60
1655 COPENHAVER ROAD - FORT PIERCE, FL 34945772-559-8861
Plans on this EIN
2 filings
#002CashBalance-$328K - 18 part#001401k-$278K - 42 part

Retirement portfolio analytics

2 plans aggregated / $606K assets / 60 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $606KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)42
  • CASH BALANCE PLAN (#002)18
Total 60Click 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

EXPERT TECH SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$328K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EXPERT TECH SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$278K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EXPERT TECH SERVICES, INC. CASH BALANCE PLANCashBalance$328K182025
001EXPERT TECH SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$278K422025
Retirement plans
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