Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VERONICA TAM & ASSOCIATES, INC.
EIN 45-5376486architecture & planningLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
107 S. FAIR OAKS AVENUE, SUITE 212 - PASADENA, CA 91105626-818-9488vtaplanning.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
VERONICA TAM & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$716K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VERONICA TAM & ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$347K
Participants4
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 | VERONICA TAM & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $716K | 4 | 2025 | |
| 001 | VERONICA TAM & ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $347K | 4 | 2025 |
Retirement plans