Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C & L ACCOUNTANCY CORPORATION
EIN 26-4086628accountingLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
1300 VALLEY VISTA DR., #207 - DIAMOND BAR, CA 91765909-861-8900cnlcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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
C & L ACCOUNTANCY CORPORATION PENSION PLAN
TraditionalDB
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
C & L ACCOUNTANCY CORPORATION RETIREMENT PLAN
ProfitSharing
Assets$157K
Participants3
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 | C & L ACCOUNTANCY CORPORATION PENSION PLAN | TraditionalDB | $1.4M | 3 | 2024 | |
| 002 | C & L ACCOUNTANCY CORPORATION RETIREMENT PLAN | ProfitSharing | $157K | 3 | 2024 |
Retirement plans