Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALBERT & COSS LLP
EIN 81-4006982Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
2442 DUPONT DRIVE - IRVINE, CA 92612949-296-2992
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 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
ALBERT & COSS LLP CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALBERT & COSS LLP PROFIT SHARING/401(K) PLAN
401k
Assets$536K
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 | |
|---|---|---|---|---|---|---|
| 002 | ALBERT & COSS LLP CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $2.6M | 3 | 2024 | |
| 001 | ALBERT & COSS LLP PROFIT SHARING/401(K) PLAN | 401k | $536K | 5 | 2024 |
Retirement plans