Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
MICHAEL J. RIORDAN, CPA, INC.
EIN 83-0697342accountingLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
11
1390 SOUTH WINCHESTER BLVD. SUITE C - SAN JOSE, CA 95128408-379-6966LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 11 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#003
MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL J. RIORDAN, CPA, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $3.1M | 5 | 2024 | |
| 002 | MICHAEL J. RIORDAN, CPA, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.1M | 6 | 2024 |
Retirement plans