Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CEREBRAL TAX ADVISORS, INC
EIN 84-4040450accountingLatest filing 2025
Plans
2
Retirement
2
$973K assets
Welfare
0
Participants
21
2042 TOWN CENTER BLVD. PMB 110 - KNOXVILLE, TN 37922865-281-1461cerebraltaxadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $973K assets / 21 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#002
CEREBRAL TAX ADVISORS, INC CASH BALANCE PLAN
CashBalance
Assets$584K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CEREBRAL TAX ADVISORS, INC. 401(K) PLAN
401k
Assets$390K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CEREBRAL TAX ADVISORS, INC CASH BALANCE PLAN | CashBalance | $584K | 9 | 2025 | |
| 001 | CEREBRAL TAX ADVISORS, INC. 401(K) PLAN | 401k | $390K | 12 | 2025 |
Retirement plans