Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FENSTER & FENSTER, CPA'S
EIN 33-0388991Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$18.1M assets
Welfare
0
Participants
10
555 CAJON ST, SUITE A - REDLANDS, CA 92373909-889-0288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.1M assets / 10 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
FENSTER & FENSTER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$17.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FENSTER & FENSTER, AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN
CashBalance
Assets$253K
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 | FENSTER & FENSTER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $17.8M | 6 | 2025 | |
| 003 | FENSTER & FENSTER, AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN | CashBalance | $253K | 4 | 2025 |
Retirement plans