Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARON & BLETZER, PLLC
EIN 04-3499945accountingLatest filing 2025
Plans
2
Retirement
2
$22.9M assets
Welfare
0
Participants
170
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.9M assets / 170 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#001
CARON & BLETZER, PLLC 401K PLAN
401k
Assets$20.9M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARON AND BLETZER, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARON & BLETZER, PLLC 401K PLAN | 401k | $20.9M | 89 | 2025 | |
| 002 | CARON AND BLETZER, PLLC CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 81 | 2024 |
Retirement plans