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Sponsor portfolio

BRANNON POE, CPA, LLC

EIN 43-2080958-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$540K assets
Welfare
0
Participants
13
769 ST. ANDREW'S BLVD - CHARLESTON, SC 29407888-246-0974
Plans on this EIN
2 filings
#003CashBalance-$409K - 4 part#002401k-$130K - 9 part

Retirement portfolio analytics

2 plans aggregated / $540K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#003)76%
  • CPA, LLC 401(K) (#002)24%
Total $540KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA, LLC 401(K) (#002)9
  • CASH BALANCE PLAN (#003)4
Total 13Click 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#003

BRANNON POE, CPA, LLC CASH BALANCE PLAN

CashBalance

Assets$409K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRANNON POE, CPA, LLC 401(K) PLAN

401k

Assets$130K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BRANNON POE, CPA, LLC CASH BALANCE PLANCashBalance$409K42025
002BRANNON POE, CPA, LLC 401(K) PLAN401k$130K92025
Retirement plans
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