Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEYSTONE CPA, INC
EIN 26-2060595real estateLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
26
1400 N. HARBOR BLVD., SUITE 650 - FULLERTON, CA 92835714-485-3380keystonecpa.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 26 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#001
KEYSTONE CPA PROFIT SHARING PLAN
401k
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEYSTONE CPA, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEYSTONE CPA PROFIT SHARING PLAN | 401k | $2.2M | 11 | 2024 | |
| 002 | KEYSTONE CPA, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.0M | 15 | 2024 |
Retirement plans