Sponsor portfolio
MY PERSONAL CPA AND FINANCIAL PLANNER, LLC
EIN 81-0697955accountingLatest filing 2025
Plans
1
Retirement
1
$686K assets
Welfare
0
Participants
25
1001 KAMOKILA BLVD., SUITE 100 - KAPOLEI, HI 96707808-674-0700mypersonalcpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(K) PLAN | 401k | $686K | 25 | 2025 |
Retirement plans