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  2. CHARLES F. MYERS, P.A.
Sponsor portfolio

CHARLES F. MYERS, P.A.

EIN 86-0509473-law practice-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
17
3101 N CENTRAL AVE SUITE 900 - PHOENIX, AZ 85012602-424-6227LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$3.2M - 11 part#002CashBalance-$834K - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#001)79%
  • CASH BALANCE PENSION (#002)21%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PENSION (#002)6
Total 17Click 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

CHARLES F. MYERS, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$3.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLES F. MYERS, P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$834K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES F. MYERS, P.A. 401(K) PROFIT SHARING PLAN401k$3.2M112025
002CHARLES F. MYERS, P.A. CASH BALANCE PENSION PLANCashBalance$834K62025
Retirement plans
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