Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZELIN & ASSOCIATES CPA LLC
EIN 46-4721814accountingLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
38
555 8TH AVENUE #1203 - NEW YORK, NY 10011646-678-4496thesingingcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 38 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
ZELIN & ASSOCIATES CPA LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ZELIN & ASSOCIATES CPA LLC CASH BALANCE PLAN
CashBalance
Assets$983K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZELIN & ASSOCIATES CPA LLC 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 20 | 2024 | |
| 001 | ZELIN & ASSOCIATES CPA LLC CASH BALANCE PLAN | CashBalance | $983K | 18 | 2024 |
Retirement plans