Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
EIN 31-4378053Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
79
4249 EASTON WAY, #150 - COLUMBUS, OH 43219614-764-2727
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 79 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
OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN
401k
Assets$9.9M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN
TraditionalDB
Assets$1.4M
Participants23
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 | OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN | 401k | $9.9M | 56 | 2025 | |
| 001 | THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN | TraditionalDB | $1.4M | 23 | 2024 |
Retirement plans