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Sponsor portfolio

UNIVISION CPA INC

EIN 27-1183735-accounting-Latest filing 2024
Plans
2
Retirement
2
$575K assets
Welfare
0
Participants
6
1142 SATELLITE BLVD, STE 100-A - SUWANEE, GA 30024770-817-7000univisioncpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001CashBalance-$441K - 3 part#002401k-$134K - 3 part

Retirement portfolio analytics

2 plans aggregated / $575K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#001)77%
  • INC 401K PLAN (#002)23%
Total $575KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • INC 401K PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIVISION CPA INC CASH BALANCE PLAN

CashBalance

Assets$441K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVISION CPA INC 401K PLAN

401k

Assets$134K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVISION CPA INC CASH BALANCE PLANCashBalance$441K32024
002UNIVISION CPA INC 401K PLAN401k$134K32024
Retirement plans
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