Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELLIOT D. STEIN, C.P.A.
EIN 59-1907845Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$8.1M assets
Welfare
0
Participants
10
2131 HOLLYWOOD BLVD., SUITE 505 - HOLLYWOOD, FL 33020954-920-5300
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.1M 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#003
ELLIOT D. STEIN, C.P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$5.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ELLIOT D. STEIN, CPA 401(K) PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ELLIOT D. STEIN, C.P.A. CASH BALANCE PLAN
CashBalance
Assets$519K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ELLIOT D. STEIN, C.P.A. PROFIT SHARING PLAN | ProfitSharing | $5.9M | 3 | 2024 | |
| 004 | ELLIOT D. STEIN, CPA 401(K) PLAN | 401k | $1.7M | 4 | 2024 | |
| 005 | ELLIOT D. STEIN, C.P.A. CASH BALANCE PLAN | CashBalance | $519K | 3 | 2024 |
Retirement plans