Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK H. WEBER, CPA AN ACCOUNTANCY CORPORATION
EIN 26-1764272accountingLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
20
2475 TOWNSGATE ROAD, SUITE 230 - WESTLAKE VILLAGE, CA 91361805-719-4427webercpas.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 20 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
MARK H. WEBER, C.P.A., AN ACCOUNTANCY CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$4.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK H. WEBER, CPA AN ACCOUNTANCY 401(K) PLAN
401k
Assets$1.3M
Participants12
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 | MARK H. WEBER, C.P.A., AN ACCOUNTANCY CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $4.6M | 8 | 2025 | |
| 001 | MARK H. WEBER, CPA AN ACCOUNTANCY 401(K) PLAN | 401k | $1.3M | 12 | 2025 |
Retirement plans