Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
DAVID B. DATNY, ESQ, PA
EIN 81-4847978Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
2201 NW CORPORATE BLVD, #106 - BOCA RATON, FL 33431561-221-7474
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
DAVID B. DATNY, ESQ. P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DAVID B. DATNY, ESQ, P.A. 401K PLAN
401k
Assets$224K
Participants3
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 | DAVID B. DATNY, ESQ. P.A. DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 3 | 2024 | |
| 001 | DAVID B. DATNY, ESQ, P.A. 401K PLAN | 401k | $224K | 3 | 2024 |
Retirement plans