Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARC B. FREEDMAN, CPA, P.C.
EIN 13-3256374accountingLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 10 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
MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$1.7M
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 | |
|---|---|---|---|---|---|---|
| 001 | MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.7M | 5 | 2025 | |
| 002 | MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN | ProfitSharing | $1.7M | 5 | 2025 |
Retirement plans