Sponsor portfolio
AMER AND WILLARD CPAS PC
EIN 47-2726203medical practiceLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
10
4 UPPER NEWPORT PLAZA DR., SUITE 102 - NEWPORT BEACH, CA 92660949-379-2900LinkedIn1-10 employeesmedical practice
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 | AMER AND WILLARD CPAS PC 401K PLAN | 401k | $1.4M | 10 | 2025 |
Retirement plans