Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AUDIT RESOURCE INC
EIN 65-1199031accountingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
11
10873 EGRET POINT LANE - W PALM BEACH, FL 33412702-233-9773auditresourceinc.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 11 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
AUDIT RESOURCE, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AUDIT RESOURCE, INC 401(K) PROFIT SHARING PLAN
401k
Assets$285K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AUDIT RESOURCE, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 6 | 2024 | |
| 002 | AUDIT RESOURCE, INC 401(K) PROFIT SHARING PLAN | 401k | $285K | 5 | 2024 |
Retirement plans