Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $2.1M assets / 42 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CET & ASSOCIATES, LLC 401(K) PLAN AND TRUST | 401(k) | $1.7M | 17 | 2025 |
| #003 | CET AND ASSOCIATES, LLC PROFIT-SHARING PLAN AND TRUST | Profit-sharing | $409K | 14 | 2025 |
| #002 | CET AND ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $853 | 11 | 2025 |