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Sponsor portfolio

THE ACCOUNTANTS OFFICE LLC

EIN 86-1033653-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$864K assets
Welfare
0
Participants
23
PO BOX 7780 - CHANDLER, AZ 85246602-795-7828
Plans on this EIN
2 filings
#001401k-$441K - 11 part#336401k-$424K - 12 part

Retirement portfolio analytics

2 plans aggregated / $864K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • OFFICE LLC 401(K) (#001)51%
  • FIDUCIARY WISE, LLC (#336)49%
Total $864KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIDUCIARY WISE, LLC (#336)12
  • OFFICE LLC 401(K) (#001)11
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE ACCOUNTANTS OFFICE LLC 401(K) PLAN

401k

Assets$441K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#336

ETF ADVISOR K MEP FIDUCIARY WISE, LLC

401k

Assets$424K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ACCOUNTANTS OFFICE LLC 401(K) PLAN401k$441K112025
336ETF ADVISOR K MEP FIDUCIARY WISE, LLC401k$424K122024
Retirement plans
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