Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESMOND & ASSOCIATES INC.
EIN 20-3250475accountingLatest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
67
23901 CALABASAS ROAD, SUITE 1010 - CALABASAS, CA 91302818-610-2900esmondcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 67 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
ESMOND & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$11.8M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ESMOND & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$352K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESMOND & ASSOCIATES, INC. 401(K) PLAN | 401k | $11.8M | 38 | 2025 | |
| 003 | ESMOND & ASSOCIATES CASH BALANCE PLAN | CashBalance | $352K | 29 | 2025 |
Retirement plans