Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUM & CLARK, CERTIFIED PUBLIC ACCOUNTANTS, LLP
EIN 33-0579648accountingLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
34
9252 CHESAPEAKE DRIVE - SAN DIEGO, CA 92123858-292-0543blumandclark.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 34 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
BLUM & CLARK CERTIFIED PUBLIC ACCOUNTANTS, LLP 401K PROFIT SHARING PLAN
401k
Assets$5.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BLUM & CLARK CERTIFIED PUBLIC ACCOUNTANTS, LLP CASH BALANCE PLAN
CashBalance
Assets$242K
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 | BLUM & CLARK CERTIFIED PUBLIC ACCOUNTANTS, LLP 401K PROFIT SHARING PLAN | 401k | $5.5M | 19 | 2024 | |
| 003 | BLUM & CLARK CERTIFIED PUBLIC ACCOUNTANTS, LLP CASH BALANCE PLAN | CashBalance | $242K | 15 | 2024 |
Retirement plans