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  2. STACY WITTHOFF, P.A.
Sponsor portfolio

STACY WITTHOFF, P.A.

EIN 90-0344003-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$869K assets
Welfare
0
Participants
4
1000 NORTH COLLIER BLVD., SUITE 1 - MARCO ISLAND, FL 34145239-394-7515
Plans on this EIN
2 filings
#001401k-$658K - 2 part#002CashBalance-$211K - 2 part

Retirement portfolio analytics

2 plans aggregated / $869K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • WITTHOFF, P.A. 401(K) (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $869KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WITTHOFF, P.A. 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

STACY WITTHOFF, P.A. 401(K) PLAN

401k

Assets$658K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STACY WITTHOFF, P.A. CASH BALANCE PLAN

CashBalance

Assets$211K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STACY WITTHOFF, P.A. 401(K) PLAN401k$658K22025
002STACY WITTHOFF, P.A. CASH BALANCE PLANCashBalance$211K22025
Retirement plans
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