Assets by plan
Share of aggregate retirement assets
Filings through .
Jerome Johnson CPA, LLC
EIN 46-1577713Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$742K assets
Health & Benefits
0
Participants
8
6500 JEFFERSON NE, SUITE 260 - ALBUQUERQUE, NM 87109505-246-8900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $742K assets / 8 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#002
JEROME JOHNSON CPA LLC CASH BALANCE PLAN
Cash balance
Assets$476K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JEROME JOHNSON CPA LLC 401(K) PLAN
401(k)
Assets$265K
Participants4
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 |
|---|---|---|---|---|---|
| #002 | JEROME JOHNSON CPA LLC CASH BALANCE PLAN | Cash balance | $476K | 4 | 2025 |
| #001 | JEROME JOHNSON CPA LLC 401(K) PLAN | 401(k) | $265K | 4 | 2025 |
- #002 · Cash balance · 20254
- #001 · 401(k) · 20254
Retirement plans