Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.0M assets / 20 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ACCU-PAY PAYROLL AND BOOKKEEPING SERVICES, INC. CASH BALANCE PLAN | Cash balance | $1.2M | 6 | 2025 |
| #001 | ACCU-PAY PAYROLL AND BOOKKEEPING SERVICES, INC. 401(K) PLAN | 401(k) | $827K | 14 | 2025 |