Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES A. KERNER CPA P.C.
EIN 11-3387220accountingLatest filing 2025
Plans
2
Retirement
2
$578K assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $578K assets / 12 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#004
CHARLES A. KERNER CPA P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$532K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CHARLES A. KERNER CPA PC RETIREMENT PLAN
TraditionalDB
Assets$46K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CHARLES A. KERNER CPA P.C. 401(K) PROFIT SHARING PLAN | 401k | $532K | 7 | 2025 | |
| 005 | CHARLES A. KERNER CPA PC RETIREMENT PLAN | TraditionalDB | $46K | 5 | 2025 |
Retirement plans