Assets by plan
Share of aggregate retirement assets
Filings through .
Comyns, Smith, McCleary & Deaver, LLP
EIN 68-0307221accountingLatest filing 2025
Plans
2
Retirement
2
$24.5M assets
Health & Benefits
0
Participants
32
1777 BOTELHO DRIVE, SUITE 350 - WALNUT CREEK, CA 94596925-299-1040csmllp.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.5M assets / 32 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
COMYNS, SMITH, MCCLEARY & DEAVER 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.5M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COMYNS, SMITH, MCCLEARY & DEAVER, LLP CASH BALANCE PLAN
Cash balance
Assets$6K
Participants0
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 | COMYNS, SMITH, MCCLEARY & DEAVER 401(K) PROFIT SHARING PLAN | 401(k) | $24.5M | 32 | 2025 |
| #002 | COMYNS, SMITH, MCCLEARY & DEAVER, LLP CASH BALANCE PLAN | Cash balance | $6K | 0 | 2024 |
- #001 · 401(k) · 202532
- #002 · Cash balance · 20240
Retirement plans