Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
AVID TAX GROUP
EIN 85-0570884commercial real estateLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
2
325 W. WASHINGTON STREET, #2148 - SAN DIEGO, CA 92103619-285-2300avidtax.comLinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 2 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
AVID TAX GROUP CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AVID TAX GROUP 401(K) PLAN
401k
Assets$862K
Participants1
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 | AVID TAX GROUP CASH BALANCE PLAN | CashBalance | $1.5M | 1 | 2025 | |
| 001 | AVID TAX GROUP 401(K) PLAN | 401k | $862K | 1 | 2025 |
Retirement plans