Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHULTZ CPA, LLC
EIN 81-4351055accountingLatest filing 2024
Plans
2
Retirement
2
$895K assets
Welfare
0
Participants
4
1890 NORTHWEST BOULEVARD, SUITE 240 - COLUMBUS, OH 43212614-362-1992columbusaccountants.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $895K assets / 4 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#001
SCHULTZ CPA, LLC 401(K) PLAN
401k
Assets$581K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHULTZ CPA, LLC CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$313K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHULTZ CPA, LLC 401(K) PLAN | 401k | $581K | 2 | 2024 | |
| 002 | SCHULTZ CPA, LLC CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $313K | 2 | 2024 |
Retirement plans