Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONNA DO LE DO LE AND COMPANY, CERTIFIED PUBLIC ACCOUNTANT
EIN 51-0538813Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
12
2150 RINGWOOD AVE - SAN JOSE, CA 95131408-433-1788
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 12 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#001
DO LE AND COMPANY, CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DO LE AND COMPANY, CERTIFIED PUBLIC ACCOUNTANT RETIREMENT PLAN
401k
Assets$239K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DO LE AND COMPANY, CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PLAN | TraditionalDB | $2.6M | 4 | 2024 | |
| 002 | DO LE AND COMPANY, CERTIFIED PUBLIC ACCOUNTANT RETIREMENT PLAN | 401k | $239K | 8 | 2024 |
Retirement plans