Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
STEVEN E. HOWELL, CPA, PC
EIN 90-0149456Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
2
9 NOELLE DRIVE - WALDEN, NY 12586845-778-5393
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M 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#001
STEVEN E. HOWELL 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$841K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN
CashBalance
Assets$651K
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 | |
|---|---|---|---|---|---|---|
| 001 | STEVEN E. HOWELL 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $841K | 1 | 2024 | |
| 002 | STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN | CashBalance | $651K | 1 | 2024 |
Retirement plans