Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEAN K BUTLER, CPA, LLC
EIN 27-2413319accountingLatest filing 2025
Plans
3
Retirement
3
$841K assets
Welfare
0
Participants
7
1035 DAIRY ASHFORD RD, SUITE 315 - HOUSTON, TX 77079832-328-0867houstontaxservice.netLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $841K assets / 7 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
SEAN K BUTLER, CPA 401(K) PLAN
401k
Assets$571K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SEAN K BUTLER, CPA, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$260K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEAN K BUTLER, CPA, LLC RETIREMENT PLAN
ProfitSharing
Assets$11K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEAN K BUTLER, CPA 401(K) PLAN | 401k | $571K | 3 | 2025 | |
| 003 | SEAN K BUTLER, CPA, LLC CASH BALANCE PENSION PLAN | CashBalance | $260K | 2 | 2024 | |
| 002 | SEAN K BUTLER, CPA, LLC RETIREMENT PLAN | ProfitSharing | $11K | 2 | 2024 |
Retirement plans