Assets by plan
Share of aggregate retirement assets
Filings through .
Alabama Society of Certified Public Accountants
EIN 63-0393137accountingLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Health & Benefits
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 24 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE ALABAMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.8M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ASCPA RETIREMENT SAVINGS PLAN
401(k)
Assets$12K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE ALABAMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PROFIT SHARING PLAN | 401(k) | $2.8M | 17 | 2025 |
| #002 | ASCPA RETIREMENT SAVINGS PLAN | 401(k) | $12K | 7 | 2025 |
- #001 · 401(k) · 202517
- #002 · 401(k) · 20257
Retirement plans