Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POVOL & COMPANY, CPA, P.C.
EIN 81-0777739accountingLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
21
1981 MARCUS AVENUE - SUITE C100 - LAKE SUCCESS, NY 110422021516-354-2662LinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 21 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
POVOL & COMPANY, CPA, P.C. PENSION PLAN
CashBalance
Assets$5.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
POVOL & COMPANY, CPA, P.C. SAVINGS PLAN TRUST
401k
Assets$3.2M
Participants15
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 | POVOL & COMPANY, CPA, P.C. PENSION PLAN | CashBalance | $5.7M | 6 | 2024 | |
| 001 | POVOL & COMPANY, CPA, P.C. SAVINGS PLAN TRUST | 401k | $3.2M | 15 | 2024 |
Retirement plans