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Sponsor portfolio

TASTO CPA PLLC

EIN 47-2818149-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
6
19020 STATE ROUTE 9 SE - SNOHOMISH, WA 98296206-660-9692
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 3 part#001401k-$838K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN AND TRUST (#002)67%
  • PLAN & TRUST (#001)33%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)3
  • PLAN & TRUST (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TASTO CPA PLLC CASH BALANCE PLAN AND TRUST

CashBalance

Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TASTO CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$838K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TASTO CPA PLLC CASH BALANCE PLAN AND TRUSTCashBalance$1.7M32025
001TASTO CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST401k$838K32025
Retirement plans
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