Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
DATAMATE BOOKKEEPING & TAX, INC.
EIN 77-0695428accountingLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
12
7881 CHURCH STREET, SUITE F - GILROY, CA 95020408-848-2293datamatebookkeeping.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 12 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#001
DATAMATE BOOKKEEPING & TAX, INC. 401(K) PLAN & TRUST
401k
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DATAMATE BOOKKEEPING & TAX, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$692K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DATAMATE BOOKKEEPING & TAX, INC. 401(K) PLAN & TRUST | 401k | $1.6M | 6 | 2025 | |
| 002 | DATAMATE BOOKKEEPING & TAX, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $692K | 6 | 2025 |
Retirement plans