Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
MICHAEL B. WELCH CPA
EIN 90-1102526Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
199 S. BRIGGS ST. - ERIE, CO 80602303-828-2272
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 13 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
MICHAEL B. WELCH, CPA 401(K) PLAN
401k
Assets$831K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MICHAEL B. WELCH CPA CASH BALANCE PLAN
CashBalance
Assets$342K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHAEL B. WELCH, CPA 401(K) PLAN | 401k | $831K | 7 | 2025 | |
| 002 | MICHAEL B. WELCH CPA CASH BALANCE PLAN | CashBalance | $342K | 6 | 2025 |
Retirement plans