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  2. ANDREW S. PFAU, CPA, PC
Sponsor portfolio

ANDREW S. PFAU, CPA, PC

EIN 11-3576058-accounting-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
4
534 BROADHOLLOW ROAD, STE. 300 - MELVILLE, NY 11747516-333-3705apfaucpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002TraditionalDB-$1.6M - 2 part#001401k-$1.5M - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CPA, PC PENSION (#002)50%
  • CPA, PC QRP (#001)50%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA, PC PENSION (#002)2
  • CPA, PC QRP (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANDREW S. PFAU, CPA, PC PENSION PLAN

TraditionalDB

Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANDREW S. PFAU, CPA, PC QRP

401k

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDREW S. PFAU, CPA, PC PENSION PLANTraditionalDB$1.6M22024
001ANDREW S. PFAU, CPA, PC QRP401k$1.5M22024
Retirement plans
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