Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIEB, CODY & CO., CPA'S, INC.
EIN 33-0526484accountingLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
30
25550 HAWTHORNE BLVD., SUITE 100 - TORRANCE, CA 90505310-544-1248liebcody.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 30 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
LIEB, CODY & CO., CPA'S 401(K) PLAN
401k
Assets$5.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LIEB, CODY & CO., CPA'S CASH BALANCE PLAN
CashBalance
Assets$499K
Participants15
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 | LIEB, CODY & CO., CPA'S 401(K) PLAN | 401k | $5.3M | 15 | 2024 | |
| 004 | LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | CashBalance | $499K | 15 | 2024 |
Retirement plans