Assets by plan
Share of aggregate retirement assets
- PLLC 401K PLAN (#001)$20.9M
Filings through .
Caron & Bletzer, PLLC
EIN 04-3499945accountingLatest filing 2025
Plans
2
Retirement
2
$23.5M assets
Health & Benefits
0
Participants
180
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.5M assets / 180 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CARON & BLETZER, PLLC 401K PLAN
401(k)
Assets$20.9M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CARON AND BLETZER, PLLC CASH BALANCE PENSION PLAN
Cash balance
Assets$2.6M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARON & BLETZER, PLLC 401K PLAN | 401(k) | $20.9M | 89 | 2025 |
| #002 | CARON AND BLETZER, PLLC CASH BALANCE PENSION PLAN | Cash balance | $2.6M | 91 | 2025 |
- #001 · 401(k) · 202589
- #002 · Cash balance · 202591
Retirement plans