Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOIFMAN, CPA & ASSOCIATES PC
EIN 26-4174884Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 13 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#003
KOIFMAN CPA AND ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KOIFMAN CPA AND ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$81K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KOIFMAN CPA AND ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $1.2M | 6 | 2024 | |
| 002 | KOIFMAN CPA AND ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $81K | 7 | 2024 |
Retirement plans