Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMPLETE TAX AND TRAINING SOFTWARE LLC
EIN 87-1962714Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$39K assets
Welfare
1
Participants
9
340 N. SAM HOUSTON PKWY, STE A249 - HOUSTON, TX 77060318-538-4761
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $39K assets / 7 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
COMPLETE TAX AND TRAINING SOFTWARE LLC CASH BALANCE PLAN
CashBalance
Assets$30K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COMPLETE TAX AND TRAINING SOFTWARE LLC PROFIT SHARING PLAN
ProfitSharing
Assets$9K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
COMPLETE TAX AND TRAINING SOFTWARE LLC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPLETE TAX AND TRAINING SOFTWARE LLC CASH BALANCE PLAN | CashBalance | $30K | 2 | 2025 | |
| 002 | COMPLETE TAX AND TRAINING SOFTWARE LLC PROFIT SHARING PLAN | ProfitSharing | $9K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | COMPLETE TAX AND TRAINING SOFTWARE LLC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans