Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GETTRY MARCUS CPA, P.C.
EIN 13-3418879accountingLatest filing 2024
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
24
88 FROEHLICH FARM BOULEVARD, SUITE 300 - WOODBURY, NY 11797516-364-3390LinkedIn51-200 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.3M assets / 24 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#002
GETTRY MARCUS CPA, P.C. 401(K) PLAN
401k
Assets$974K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GETTRY MARCUS CPA, P.C. CASH BALANCE PLAN
CashBalance
Assets$315K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GETTRY MARCUS CPA, P.C. PROFIT SHARING 401(K) PLAN
401k
Assets$46K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GETTRY MARCUS CPA, P.C. 401(K) PLAN | 401k | $974K | 5 | 2024 | |
| 003 | GETTRY MARCUS CPA, P.C. CASH BALANCE PLAN | CashBalance | $315K | 3 | 2024 | |
| 001 | GETTRY MARCUS CPA, P.C. PROFIT SHARING 401(K) PLAN | 401k | $46K | 16 | 2024 |
Retirement plans