Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONA TAX SERVICES
EIN 47-4761240Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$641K assets
Welfare
0
Participants
6
18472 COLIMA RD STE 202E - ROWLAND HEIGHTS, CA 917485902626-319-8099
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $641K assets / 6 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
MONA ACCOUNTANCY & TAX 401(K) PLAN
401k
Assets$451K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MONA ACCOUNTANCY & TAX DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$190K
Participants1
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 | MONA ACCOUNTANCY & TAX 401(K) PLAN | 401k | $451K | 5 | 2025 | |
| 001 | MONA ACCOUNTANCY & TAX DEFINED BENEFIT PENSION PLAN | TraditionalDB | $190K | 1 | 2024 |
Retirement plans