Filings through .
Sponsor portfolio
Private Accountant, Inc.
EIN 33-0434876Other Services (except Public Administration)Latest filing 2025
Plans
1
Retirement
1
$6K assets
Welfare
0
Participants
7
1 CENTERPOINTE DR, STE 420 - LA PALMA, CA 90623714-855-8718
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIVATE ACCOUNTANT, INC. 401K PLAMN | 401(k) | $6K | 7 | 2025 |
Retirement plans