Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POSSES & CHASAN CPA'S PLLC
EIN 20-5626646accountingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
19
100 NORTH CENTRE AVENUE, SUITE 500 - ROCKVILLE CENTRE, NY 11570516-764-4002posseschasancpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 19 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#003
POSSES & CHASAN CPA'S PLLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POSSES & CHASAN CPA'S PLLC DEFINED CONTRIBUTION PLAN
401k
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | POSSES & CHASAN CPA'S PLLC CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2024 | |
| 002 | POSSES & CHASAN CPA'S PLLC DEFINED CONTRIBUTION PLAN | 401k | $1.3M | 13 | 2024 |
Retirement plans