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Sponsor portfolio

JOSEPH J CLINE CPA

EIN 81-3964431-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
8
84 CHURCH ROAD - MILLINGTON, NJ 07946908-604-6755
Plans on this EIN
2 filings
#004CashBalance-$2.4M - 4 part#003ProfitSharing-$995K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#004)70%
  • CLINE CPA 401(K) (#003)30%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#004)4
  • CLINE CPA 401(K) (#003)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

JOSEPH J CLINE CPA CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOSEPH J CLINE CPA 401(K) PLAN

ProfitSharing

Assets$995K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004JOSEPH J CLINE CPA CASH BALANCE PLANCashBalance$2.4M42025
003JOSEPH J CLINE CPA 401(K) PLANProfitSharing$995K42025
Retirement plans
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