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Sponsor portfolio

TAMI MEYERSON

EIN 90-0760298-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
2
C/O ODAY CPA 70 GLEN ST 270 - GLEN COVE, NY 11542516-671-3300
Plans on this EIN
2 filings
#002MoneyPurchase-$2.0M - 1 part#001ProfitSharing-$1.7M - 1 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • MONEY PURCHASE PLAN (#002)53%
  • PROFIT SHARING PLAN (#001)47%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#002)1
  • PROFIT SHARING PLAN (#001)1
Total 2Click 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#002

TAMI MEYERSON MONEY PURCHASE PLAN

MoneyPurchase

Assets$2.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TAMI MEYERSON PROFIT SHARING PLAN

ProfitSharing

Assets$1.7M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAMI MEYERSON MONEY PURCHASE PLANMoneyPurchase$2.0M12025
001TAMI MEYERSON PROFIT SHARING PLANProfitSharing$1.7M12025
Retirement plans
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