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  2. BARBARA E OSTRANDER, CPA, P.C.
Sponsor portfolio

BARBARA E OSTRANDER, CPA, P.C.

EIN 42-1620773-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
2
1175 ALBANY POST ROAD - GARDINER, NY 12525845-255-0797
Plans on this EIN
2 filings
#001401k-$848K - 1 part#002CashBalance-$662K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)1
  • CASH BALANCE PLAN (#002)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARBARA E OSTRANDER, CPA, PC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$848K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARBARA E. OSTRANDER, CPA, PC CASH BALANCE PLAN

CashBalance

Assets$662K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARBARA E OSTRANDER, CPA, PC 401(K) PROFIT SHARING PLAN AND TRUST401k$848K12024
002BARBARA E. OSTRANDER, CPA, PC CASH BALANCE PLANCashBalance$662K12024
Retirement plans
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