Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLAZER INVESTMENTS, LLC
EIN 85-1128930investment managementLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
18
830 NE ORCHID BAY DRIVE - BOCA RATON, FL 33487954-464-3789LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M 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
GLAZER INVESTMENTS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLAZER INVESTMENTS, LLC INCENTIVE SAVINGS PLAN
401k
Assets$965K
Participants14
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 | GLAZER INVESTMENTS, LLC CASH BALANCE PLAN | CashBalance | $2.2M | 4 | 2024 | |
| 001 | GLAZER INVESTMENTS, LLC INCENTIVE SAVINGS PLAN | 401k | $965K | 14 | 2025 |
Retirement plans