Filings through .
Sponsor portfolio
Morey CPA & Associates, Inc.
EIN 46-3562990accountingLatest filing 2024
Plans
1
Retirement
1
$837K assets
Welfare
0
Participants
13
665 CAMINO DE LOS MARES, SUITE 306 - SAN CLEMENTE, CA 92673949-485-2011cpamorey.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOREY & ASSOCIATES 401K | 401(k) | $837K | 13 | 2024 |
Retirement plans