Assets by plan
Share of aggregate retirement assets
Filings through .
Brannon Poe, CPA, LLC
EIN 43-2080958Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$540K assets
Health & Benefits
0
Participants
13
769 ST. ANDREW'S BLVD - CHARLESTON, SC 29407888-246-0974
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $540K assets / 13 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BRANNON POE, CPA, LLC CASH BALANCE PLAN
Cash balance
Assets$409K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRANNON POE, CPA, LLC 401(K) PLAN
401(k)
Assets$130K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BRANNON POE, CPA, LLC CASH BALANCE PLAN | Cash balance | $409K | 4 | 2025 |
| #002 | BRANNON POE, CPA, LLC 401(K) PLAN | 401(k) | $130K | 9 | 2025 |
- #003 · Cash balance · 20254
- #002 · 401(k) · 20259
Retirement plans