Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CROMWELL & ASSOCIATES, LLC
EIN 47-2625223accountingLatest filing 2024
Plans
2
Retirement
2
$581K assets
Welfare
0
Participants
4
7305 BALTIMORE AVENUE - COLLEGE PARK, MD 207403232240-667-7234hcaacpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $581K assets / 4 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
CROMWELL & ASSOCIATES, LLC CASH BALANCE PLAN AND TRUST
CashBalance
Assets$561K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CROMWELL & ASSOCIATES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$20K
Participants2
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 | CROMWELL & ASSOCIATES, LLC CASH BALANCE PLAN AND TRUST | CashBalance | $561K | 2 | 2024 | |
| 003 | CROMWELL & ASSOCIATES, LLC PROFIT SHARING PLAN | ProfitSharing | $20K | 2 | 2024 |
Retirement plans