Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACTION TAX SERVICE, LLC
EIN 20-8107956accountingLatest filing 2024
Plans
2
Retirement
2
$353K assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $353K assets / 18 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
ACTION TAX SERVICE, LLC CASH BALANCE PLAN
CashBalance
Assets$259K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACTION TAX SERVICE, LLC 401(K) PLAN
401k
Assets$93K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACTION TAX SERVICE, LLC CASH BALANCE PLAN | CashBalance | $259K | 8 | 2024 | |
| 001 | ACTION TAX SERVICE, LLC 401(K) PLAN | 401k | $93K | 10 | 2024 |
Retirement plans