Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREMIER TAX CONSULTING, LLC
EIN 30-0868355accountingLatest filing 2024
Plans
2
Retirement
2
$413K assets
Welfare
0
Participants
6
1440 DORSEY AVENUE - MORGANTOWN, WV 26501304-290-4006premiertaxwv.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $413K assets / 6 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#002
PREMIER TAX CONSULTING, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$330K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PREMIER TAX CONSULTING, LLC RETIREMENT PLAN
401k
Assets$82K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PREMIER TAX CONSULTING, LLC CASH BALANCE PENSION PLAN | CashBalance | $330K | 2 | 2024 | |
| 001 | PREMIER TAX CONSULTING, LLC RETIREMENT PLAN | 401k | $82K | 4 | 2024 |
Retirement plans