Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
ANTHONY M BUZZEO CPA PLLC
EIN 56-2385364Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
25
PO BOX 1007, 55 MAIN STREET SUITE 6 - GOSHEN, NY 10924212-242-5253
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 25 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
ANTHONY BUZZEO CPA PLLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANTHONY BUZZEO CPA, PLLC 401(K) PLAN
401k
Assets$1.2M
Participants14
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 | ANTHONY BUZZEO CPA PLLC CASH BALANCE PLAN | CashBalance | $1.3M | 11 | 2024 | |
| 001 | ANTHONY BUZZEO CPA, PLLC 401(K) PLAN | 401k | $1.2M | 14 | 2025 |
Retirement plans