Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
TRUSTWORTHY ACCOUNTING & TAX SERVICES INC.
EIN 27-3620788Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$913K assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $913K assets / 14 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
TRUSTWORTHY ACCOUNTING & TAX 401(K) PLAN
401k
Assets$474K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRUSTWORTHY ACCOUNTING & TAX SERVICES INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$439K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUSTWORTHY ACCOUNTING & TAX 401(K) PLAN | 401k | $474K | 7 | 2024 | |
| 002 | TRUSTWORTHY ACCOUNTING & TAX SERVICES INC. DEFINED BENEFIT PLAN | TraditionalDB | $439K | 7 | 2024 |
Retirement plans