Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROLLERI & SHEPPARD CPAS, LLP
EIN 06-1156122accountingLatest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
45
2150 POST ROAD 5TH FLOOR - FAIRFIELD, CT 06824203-259-2727rollerisheppardcpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 45 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
ROLLERI & SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$5.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ROLLERI & SHEPPARD CPAS, LLP RETIREMENT PLAN
CashBalance
Assets$718K
Participants17
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 | ROLLERI & SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN | 401k | $5.5M | 28 | 2024 | |
| 003 | ROLLERI & SHEPPARD CPAS, LLP RETIREMENT PLAN | CashBalance | $718K | 17 | 2024 |
Retirement plans