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  2. D&W CPA'S INC.
Sponsor portfolio

D&W CPA'S INC.

EIN 27-3782745-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
5405 MOREHOUSE DR., STE 320 - SAN DIEGO, CA 92121858-412-5801
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 4 part#001401k-$1.3M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CPA'S INC. PENSION (#002)53%
  • PROFIT SHARING PLAN (#001)47%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA'S INC. PENSION (#002)4
  • PROFIT SHARING PLAN (#001)4
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#002

D&W CPA'S INC. PENSION PLAN

TraditionalDB

Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

D&W CPA'S INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002D&W CPA'S INC. PENSION PLANTraditionalDB$1.5M42025
001D&W CPA'S INC. 401(K) PROFIT SHARING PLAN401k$1.3M42025
Retirement plans
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