Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAAR, MELIS & ASSOCIATES, P.C.
EIN 52-1783407accountingLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
61
602 CENTER STREET, SUITE 101 - MOUNT AIRY, MD 21771301-829-4646paarmelis.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 61 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
PAAR, MELIS & ASSOCIATES, P.C. 401(K) PLAN
401k
Assets$4.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAAR, MELIS & ASSOCIATES, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants26
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 | PAAR, MELIS & ASSOCIATES, P.C. 401(K) PLAN | 401k | $4.3M | 35 | 2024 | |
| 002 | PAAR, MELIS & ASSOCIATES, P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 26 | 2024 |
Retirement plans