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  2. BRIAN T. BOYD CPA PC
Sponsor portfolio

BRIAN T. BOYD CPA PC

EIN 27-3819550-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$543K assets
Welfare
0
Participants
21
7410 BLANCO ROAD, SUITE 200 - SAN ANTONIO, TX 78216210-349-1386
Plans on this EIN
2 filings
#002CashBalance-$290K - 9 part#001401k-$253K - 12 part

Retirement portfolio analytics

2 plans aggregated / $543K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • CPA PC 401(K) (#001)47%
Total $543KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA PC 401(K) (#001)12
  • CASH BALANCE PLAN (#002)9
Total 21Click 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

BRIAN T BOYD CPA PC CASH BALANCE PLAN

CashBalance

Assets$290K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRIAN T. BOYD CPA PC 401(K) PLAN

401k

Assets$253K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRIAN T BOYD CPA PC CASH BALANCE PLANCashBalance$290K92024
001BRIAN T. BOYD CPA PC 401(K) PLAN401k$253K122025
Retirement plans
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