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Sponsor portfolio

JAY SEO CPA AN ACCOUNTANCY CORPORATION

EIN 27-2493010-accounting-Latest filing 2024
Plans
3
Retirement
3
$1.7M assets
Welfare
0
Participants
8
3435 WILSHIRE BLVD., SUITE 2310 - LOS ANGELES, CA 90010213-637-1000LinkedIn1-10 employeesaccounting
Plans on this EIN
3 filings
#004CashBalance-$837K - 2 part#001401k-$717K - 3 part#003TraditionalDB-$119K - 3 part

Retirement portfolio analytics

3 plans aggregated / $1.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#004)50%
  • CORPORATION RETIREMENT PLAN (#001)43%
  • DEFINED BENEFIT PLAN (#003)7%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#001)3
  • DEFINED BENEFIT PLAN (#003)3
  • CASH BALANCE PLAN (#004)2
Total 8Click 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#004

JAY SEO CPA AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN

CashBalance

Assets$837K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAY SEO CPA AN ACCOUNTANCY CORPORATION RETIREMENT PLAN

401k

Assets$717K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JAY SEO CPA AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$119K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004JAY SEO CPA AN ACCOUNTANCY CORPORATION CASH BALANCE PLANCashBalance$837K22024
001JAY SEO CPA AN ACCOUNTANCY CORPORATION RETIREMENT PLAN401k$717K32024
003JAY SEO CPA AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PLANTraditionalDB$119K32024
Retirement plans
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