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Sponsor portfolio

ACCUZIP, INC.

EIN 88-0281903-computer software-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
39
2450 S SHORE BLVD, STE 125 - LEAGUE CITY, TX 775732996805-440-8528accuzip.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#001401k-$5.3M - 21 part#002CashBalance-$520K - 18 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)21
  • CASH BALANCE PLAN (#002)18
Total 39Click 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

ACCUZIP INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACCUZIP, INC. CASH BALANCE PLAN

CashBalance

Assets$520K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACCUZIP INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$5.3M212025
002ACCUZIP, INC. CASH BALANCE PLANCashBalance$520K182025
Retirement plans
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