Assets by plan
Share of aggregate retirement assets
Filings through .
Jay Seo CPA an Accountancy Corporation
EIN 27-2493010accountingLatest filing 2025
Plans
3
Retirement
3
$1.9M assets
Health & Benefits
0
Participants
11
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JAY SEO CPA AN ACCOUNTANCY CORPORATION RETIREMENT PLAN
401(k)
Assets$919K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
JAY SEO CPA AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN
Cash balance
Assets$866K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
JAY SEO CPA AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PLAN
Traditional DB
Assets$113K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JAY SEO CPA AN ACCOUNTANCY CORPORATION RETIREMENT PLAN | 401(k) | $919K | 6 | 2025 |
| #004 | JAY SEO CPA AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN | Cash balance | $866K | 2 | 2025 |
| #003 | JAY SEO CPA AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PLAN | Traditional DB | $113K | 3 | 2025 |
- #001 · 401(k) · 20256
- #004 · Cash balance · 20252
- #003 · Traditional DB · 20253
Retirement plans