Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
GRASSI & CO., CPA'S, P.C.
EIN 11-3266576accountingLatest filing 2024
Plans
3
Retirement
2
$59.7M assets
Welfare
1
Participants
1,506
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $59.7M assets / 931 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
GRASSI & CO. 401(K) PLAN
401k
Assets$52.5M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRASSI & CO. CPAS, PC CASH BALANCE PLAN
CashBalance
Assets$7.2M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
GRASSI & CO. 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRASSI & CO. 401(K) PLAN | 401k | $52.5M | 575 | 2024 | |
| 002 | GRASSI & CO. CPAS, PC CASH BALANCE PLAN | CashBalance | $7.2M | 356 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | GRASSI & CO. 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans