Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS J. LONGMAN,CPA,PA
EIN 65-0454609retailLatest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 4 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
THOMAS J. LONGMAN,CPA,PA CASH BALANCE PENSION PLAN
CashBalance
Assets$10.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THOMAS J. LONGMAN,CPA,PA 401(K) PLAN
401k
Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THOMAS J. LONGMAN,CPA,PA CASH BALANCE PENSION PLAN | CashBalance | $10.2M | 2 | 2025 | |
| 001 | THOMAS J. LONGMAN,CPA,PA 401(K) PLAN | 401k | $1.9M | 2 | 2025 |
Retirement plans