Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICE OF MICHELANGELO MORTELLARO, P.A.
EIN 82-0975965Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
56
4102 W. LINEBAUGH AVENUE, SUITE 100 - TAMPA, FL 33624813-367-1500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 56 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
LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. 401(K) RETIREMENT PLAN
401k
Assets$1.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. CASH BALANCE PLAN | CashBalance | $1.6M | 23 | 2024 | |
| 001 | LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. 401(K) RETIREMENT PLAN | 401k | $1.2M | 33 | 2024 |
Retirement plans