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Sponsor portfolio

K.K. MEHTA CPA ASSOCIATES PLLC

EIN 27-3121426-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
3
$6.9M assets
Welfare
0
Participants
80
100 RING ROAD, STE. 300 - GARDEN CITY, NY 11530516-663-5990kkmcpa.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#003TraditionalDB-$3.2M - 15 part#001401k-$2.0M - 25 part#002401k-$1.8M - 40 part

Retirement portfolio analytics

3 plans aggregated / $6.9M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • DEFINED BENEFIT PLAN (#003)46%
  • ASSOCIATES PLLC 401(K) (#001)29%
  • 401(K) PS PLAN (#002)26%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#002)40
  • ASSOCIATES PLLC 401(K) (#001)25
  • DEFINED BENEFIT PLAN (#003)15
Total 80Click 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#003

K. K. M CPA ASSOCIATES PLLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

K.K. MEHTA CPA ASSOCIATES PLLC 401(K) PLAN

401k

Assets$2.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

K. K. M CPA ASSOCIATES PLLC 401(K) PS PLAN

401k

Assets$1.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003K. K. M CPA ASSOCIATES PLLC DEFINED BENEFIT PLANTraditionalDB$3.2M152024
001K.K. MEHTA CPA ASSOCIATES PLLC 401(K) PLAN401k$2.0M252024
002K. K. M CPA ASSOCIATES PLLC 401(K) PS PLAN401k$1.8M402024
Retirement plans
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