Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAPLAN & ASSOCIATES, CPAS, PLLC
EIN 37-1557640accountingLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 4 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
KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KAPLAN & ASSOCIATES, CPAS, PLLC RETIREMENT PLAN
401k
Assets$1.0M
Participants2
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 | KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN | CashBalance | $1.6M | 2 | 2025 | |
| 001 | KAPLAN & ASSOCIATES, CPAS, PLLC RETIREMENT PLAN | 401k | $1.0M | 2 | 2025 |
Retirement plans