Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAJESWARI KOTA CPA PC
EIN 22-3313360accountingLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
5
2050 ROUTE 27, SUITE 102 - NORTH BRUNSWICK, NJ 08902732-422-8500rajikota.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 5 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
RAJESWARI KOTA, CPA CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RAJESWARI KOTA PROFIT SHARING PLAN
ProfitSharing
Assets$217K
Participants2
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 | RAJESWARI KOTA, CPA CASH BALANCE PLAN | CashBalance | $2.9M | 3 | 2025 | |
| 001 | RAJESWARI KOTA PROFIT SHARING PLAN | ProfitSharing | $217K | 2 | 2025 |
Retirement plans