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LORI ADAM, CPA

EIN 46-1705364-accounting-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
2
710 E. MCGLINCY LANE, SUITE 110 - CAMPBELL, CA 95008408-369-9699ladamcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$1.7M - 2 part

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Retirement#001

LORI ADAM, CPA 401(K) PLAN & TRUST

401k

Assets$1.7M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LORI ADAM, CPA 401(K) PLAN & TRUST401k$1.7M22025
Retirement plans
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