Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION
EIN 33-0785059Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
201 E. SANDPOINTE AVE., SUITE 330 - SANTA ANA, CA 92707714-708-5600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 7 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#005
HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$872K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$311K
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 | |
|---|---|---|---|---|---|---|
| 005 | HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $872K | 3 | 2024 | |
| 006 | HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN | ProfitSharing | $311K | 4 | 2025 |
Retirement plans