Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
KLARIN & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, INC.
EIN 33-0755950accountingLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
23
20101 SW BIRCH STREET, SUITE 210 - NEWPORT BEACH, CA 92660949-833-1171taxhelper.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 23 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
KLARIN & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KLARIN & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS 401(K) PS PL
401k
Assets$690K
Participants17
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 | KLARIN & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.2M | 6 | 2025 | |
| 003 | KLARIN & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS 401(K) PS PL | 401k | $690K | 17 | 2025 |
Retirement plans