Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOBI LI MARSHALL CPA, APC
EIN 83-0662785Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$488K assets
Welfare
0
Participants
4
100 N BARRANCA ST STE 737 - WEST COVINA, CA 917911637626-858-2037
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $488K 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
TOBI LI MARSHALL CPA, APC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$449K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOBI LI MARSHALL CPA, APC RETIREMENT TRUST 401(K) PLAN
401k
Assets$40K
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 | TOBI LI MARSHALL CPA, APC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $449K | 2 | 2025 | |
| 002 | TOBI LI MARSHALL CPA, APC RETIREMENT TRUST 401(K) PLAN | 401k | $40K | 2 | 2024 |
Retirement plans