Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FENTON & ROSS, AN ACCOUNTANCY CORPORATION
EIN 42-1608837accountingLatest filing 2024
Plans
2
Retirement
2
$323K assets
Welfare
0
Participants
12
10866 WILSHIRE BOULEVARD, SUITE 600 - LOS ANGELES, CA 90024310-477-6440fentonross.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $323K assets / 12 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#001
FENTON & ROSS, AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN
CashBalance
Assets$288K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FENTON & ROSS, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$35K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FENTON & ROSS, AN ACCOUNTANCY CORPORATION CASH BALANCE PLAN | CashBalance | $288K | 6 | 2024 | |
| 002 | FENTON & ROSS, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN | ProfitSharing | $35K | 6 | 2024 |
Retirement plans