Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENSKI, IRVIN, AFSHAR & ASSOCIATES PLLC
EIN 30-0962053Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
25
4530 WISCONSIN AVE., SUITE 200 - WASHINGTON, DC 20016202-244-6650
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 25 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
PENSKI, IRVIN, AFSHAR & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENSKI, IRVIN, AFSHAR & ASSOCIATES PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants12
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 | PENSKI, IRVIN, AFSHAR & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 13 | 2025 | |
| 002 | PENSKI, IRVIN, AFSHAR & ASSOCIATES PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 12 | 2025 |
Retirement plans