Assets by plan
Share of aggregate retirement assets
- & CO. 401(K) (#001)$71.5M
Filings through .
Grassi & Co., CPAS, P.C.
EIN 11-3266576accountingLatest filing 2025
Plans
3
Retirement
2
$78.7M assets
Health & Benefits
1
Participants
1,650
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $78.7M assets / 1,003 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
GRASSI & CO. 401(K) PLAN
401(k)
Assets$71.5M
Participants647
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GRASSI & CO. CPAS, PC CASH BALANCE PLAN
Cash balance
Assets$7.2M
Participants356
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
GRASSI & CO. 401(K) PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GRASSI & CO. 401(K) PLAN | 401(k) | $71.5M | 647 | 2025 |
| #002 | GRASSI & CO. CPAS, PC CASH BALANCE PLAN | Cash balance | $7.2M | 356 | 2024 |
- GRASSI & CO. 401(K) PLAN$71.5M#001 · 401(k) · 2025647
- #002 · Cash balance · 2024356
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | GRASSI & CO. 401(K) PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans