Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAUSON & WESTHOFF, CPA'S, P.C.
EIN 73-1528438accountingLatest filing 2024
Plans
2
Retirement
2
$802K assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $802K assets / 3 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
CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN
401k
Assets$802K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAUSON & WESTHOFF, CPA'S, MPP
MoneyPurchase
Assets$1
Participants1
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 | CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN | 401k | $802K | 2 | 2024 | |
| 001 | CAUSON & WESTHOFF, CPA'S, MPP | MoneyPurchase | $1 | 1 | 2024 |
Retirement plans