Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GUERRERO CPA
EIN 20-8127123Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
28
508 WEST RHAPSODY - SAN ANTONIO, TX 78216210-490-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 28 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
GUERRERO CPA CASH BALANCE PLAN
CashBalance
Assets$634K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GUERRERO CPA 401(K) PROFIT SHARING PLAN
401k
Assets$383K
Participants20
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 | GUERRERO CPA CASH BALANCE PLAN | CashBalance | $634K | 8 | 2024 | |
| 001 | GUERRERO CPA 401(K) PROFIT SHARING PLAN | 401k | $383K | 20 | 2024 |
Retirement plans