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Sponsor portfolio

MARKET TAX & ACCOUNTING LLC

EIN 47-5190686-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
PO BOX 538 - LUTZ, FL 33548813-727-3402
Plans on this EIN
2 filings
#001401k-$748K - 2 part#002CashBalance-$445K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • STAR NSURANCE 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAR NSURANCE 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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#001

STAR NSURANCE 401(K) PLAN

401k

Assets$748K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STAR NSURANCE CASH BALANCE PLAN

CashBalance

Assets$445K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STAR NSURANCE 401(K) PLAN401k$748K22025
002STAR NSURANCE CASH BALANCE PLANCashBalance$445K22024
Retirement plans
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