Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CPA BUSINESS ADVISORS, INC.
EIN 26-2658990accountingLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
20
P.O. BOX 372425 - SATELLITE BEACH, FL 32937321-593-0925cpabusinessadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M 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
CPA BUSINESS ADVISORS DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CPA BUSINESS ADVISORS 401(K) PLAN
401k
Assets$1.8M
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 | CPA BUSINESS ADVISORS DEFINED BENEFIT PLAN | TraditionalDB | $2.7M | 8 | 2025 | |
| 001 | CPA BUSINESS ADVISORS 401(K) PLAN | 401k | $1.8M | 12 | 2025 |
Retirement plans