Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A.T. PROFESSIONAL ACCOUNTING CPA PC
EIN 22-3777858accountingLatest filing 2024
Plans
3
Retirement
3
$4.2M assets
Welfare
0
Participants
12
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.2M assets / 12 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
A.T. PROFESSIONAL ACCOUNTING CPA PC PENSION PLAN
TraditionalDB
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN
401k
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN
401k
Assets$167K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A.T. PROFESSIONAL ACCOUNTING CPA PC PENSION PLAN | TraditionalDB | $2.2M | 4 | 2024 | |
| 004 | A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN | 401k | $1.9M | 4 | 2024 | |
| 003 | A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN | 401k | $167K | 4 | 2024 |
Retirement plans