Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL LOMENZO CPA PC
EIN 22-3346374accountingLatest filing 2025
Plans
2
Retirement
2
$485K assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $485K assets / 4 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
MICHAEL LOMENZO CPA PC PROFIT SHARING PLAN -FIDELITY
ProfitSharing
Assets$273K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL LOMENZO CPA PC MONEY PURCHASE PLAN FIDELITY PLAN
MoneyPurchase
Assets$212K
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 | MICHAEL LOMENZO CPA PC PROFIT SHARING PLAN -FIDELITY | ProfitSharing | $273K | 2 | 2025 | |
| 001 | MICHAEL LOMENZO CPA PC MONEY PURCHASE PLAN FIDELITY PLAN | MoneyPurchase | $212K | 2 | 2025 |
Retirement plans