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Sponsor portfolio

KIMBERLY J. PERRY, CPA

EIN 26-1841079-accounting-Latest filing 2025
Plans
1
Retirement
1
$887K assets
Welfare
0
Participants
6
39899 BALENTINE DR, STE 325 - NEWARK, CA 94560510-683-4688kperrycpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$887K - 6 part

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Retirement#001

KIMBERLY J. PERRY, CPA 401(K) PLAN

401k

Assets$887K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIMBERLY J. PERRY, CPA 401(K) PLAN401k$887K62025
Retirement plans
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