Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTICOUNI & ASSOCIATES, A PROFESSIONAL CORPORATION
EIN 15-5670572Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
2
201 N. CALLE CESAR CHAVEZ,SUITE105 - SANTA BARBARA, CA 93103805-845-0864
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 2 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#005
ANTICOUNI & ASSOCIATES, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$861K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ANTICOUNI & RICOTTA, APC 401(K) PROFIT SHARING PLAN
401k
Assets$170K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ANTICOUNI & ASSOCIATES, A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $861K | 1 | 2024 | |
| 004 | ANTICOUNI & RICOTTA, APC 401(K) PROFIT SHARING PLAN | 401k | $170K | 1 | 2024 |
Retirement plans