Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LK CPAS LLC
EIN 83-2719264Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
4365 US 1 SOUTH, SUITE 206 - PRINCETON, NJ 08540609-919-9207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
LK CPA GROUP CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LK CPA GROUP 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$230K
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 | LK CPA GROUP CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2025 | |
| 002 | LK CPA GROUP 401(K) PROFIT SHARING PLAN | ProfitSharing | $230K | 13 | 2025 |
Retirement plans