Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
SHAHID IQBAL & COMPANY, INC DBA SHAHID IQBAL CPA
EIN 80-0248127Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
1720 W. CAMERON AVE., SUITE 200 - WEST COVINA, CA 91790626-856-1360
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 26 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
SHAHID IQBAL & COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$996K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAHID IQBAL & COMPANY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$316K
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 | |
|---|---|---|---|---|---|---|
| 001 | SHAHID IQBAL & COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $996K | 21 | 2025 | |
| 002 | SHAHID IQBAL & COMPANY, INC. CASH BALANCE PENSION PLAN | CashBalance | $316K | 5 | 2025 |
Retirement plans