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Sponsor portfolio

JAMES R. TOM, JR., CPA

EIN 20-2913454-accounting-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
130 MEDICAL DRIVE - BOERNE, TX 78006830-249-8004LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001TraditionalDB-$2.8M - 3 part#002401k-$599K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DEFINED BENEFIT PLAN (#001)82%
  • CPA 401K PLAN (#002)18%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • CPA 401K PLAN (#002)3
Total 6Click 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#001

JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES R. TOM, JR. CPA 401K PLAN

401k

Assets$599K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES R. TOM, JR., CPA DEFINED BENEFIT PLANTraditionalDB$2.8M32024
002JAMES R. TOM, JR. CPA 401K PLAN401k$599K32024
Retirement plans
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