Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONOVER ASAY CPAS, PLLC
EIN 81-4680250accountingLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 29 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
CONOVER ASAY CPAS, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONOVER ASAY CPAS, PLLC CASH BALANCE PLAN
CashBalance
Assets$400K
Participants13
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 | CONOVER ASAY CPAS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 16 | 2024 | |
| 002 | CONOVER ASAY CPAS, PLLC CASH BALANCE PLAN | CashBalance | $400K | 13 | 2024 |
Retirement plans