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  2. JAMES C. REED, CPA, CFP, PC
Sponsor portfolio

JAMES C. REED, CPA, CFP, PC

EIN 83-0324973-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
P.O. BOX 13292 - JACKSON, WY 83002520-241-4269
Plans on this EIN
2 filings
#001TraditionalDB-$1.1M - 3 part#002401k-$838K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • C. REED PENSION (#001)56%
  • REED, CPA 401(K) (#002)44%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • C. REED PENSION (#001)3
  • REED, CPA 401(K) (#002)3
Total 6Click 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#001

JAMES C. REED PENSION PLAN

TraditionalDB

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES C. REED, CPA 401(K) PLAN

401k

Assets$838K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES C. REED PENSION PLANTraditionalDB$1.1M32024
002JAMES C. REED, CPA 401(K) PLAN401k$838K32025
Retirement plans
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