Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRI-STATE CPAS, INC.
EIN 84-3555082accountingLatest filing 2025
Plans
3
Retirement
2
$1.2M assets
Welfare
1
Participants
29
4735 CORNELL ROAD - CINCINNATI, OH 45241513-791-6288tri-statecpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 23 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
TRI-STATE CPAS, INC 401(K) PLAN
401k
Assets$899K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TRI-STATE CPAS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$273K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TRI STATE CPAS INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TRI-STATE CPAS, INC 401(K) PLAN | 401k | $899K | 12 | 2024 | |
| 004 | TRI-STATE CPAS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $273K | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRI STATE CPAS INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans