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Sponsor portfolio

EDELSBERG & EDELSBERG, P.A.

EIN 82-2457522-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
530 PALM DR - HALLANDALE BEACH, FL 330096534786-289-9469
Plans on this EIN
2 filings
#001401k-$1.4M - 5 part#003ProfitSharing-$69K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PLAN AND TRUST (#001)95%
  • PLAN AND TRUST (#003)5%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • PLAN AND TRUST (#003)5
Total 10Click 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#001

EDELSBERG & EDELSBERG, P.A. 401K RETIREMENT PLAN AND TRUST

401k

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EDELSBERG & EDELSBERG, P.A. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$69K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EDELSBERG & EDELSBERG, P.A. 401K RETIREMENT PLAN AND TRUST401k$1.4M52025
003EDELSBERG & EDELSBERG, P.A. PROFIT SHARING PLAN AND TRUSTProfitSharing$69K52025
Retirement plans
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