Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRIFO & COMPANY, PLLC
EIN 27-0675056accountingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
26622 WOODWARD AVENUE, SUITE 115 - ROYAL OAK, MI 48067586-291-0850grifocpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 5 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
GRIFO & COMPANY, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GRIFO & COMPANY, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$237K
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 | |
|---|---|---|---|---|---|---|
| 002 | GRIFO & COMPANY, PLLC CASH BALANCE PLAN | CashBalance | $1.0M | 2 | 2024 | |
| 001 | GRIFO & COMPANY, PLLC 401(K) PROFIT SHARING PLAN | 401k | $237K | 3 | 2024 |
Retirement plans