Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRIEDMAN AND ASSOCIATES PA
EIN 52-1236173accountingLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
10
10461 MILL RUN CIRCLE SUITE 740 - OWINGS MILLS, MD 21117410-653-2456friedmancpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 10 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
FRIEDMAN AND ASSOCIATES 401(K) PLAN
401k
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRIEDMAN AND ASSOCIATES PA CASH BALANCE PLAN
CashBalance
Assets$131K
Participants5
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 | FRIEDMAN AND ASSOCIATES 401(K) PLAN | 401k | $2.2M | 5 | 2025 | |
| 002 | FRIEDMAN AND ASSOCIATES PA CASH BALANCE PLAN | CashBalance | $131K | 5 | 2024 |
Retirement plans