Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY CPA PLUS
EIN 90-1248211financial servicesLatest filing 2025
Plans
2
Retirement
2
$831K assets
Welfare
0
Participants
6
1172 SAN PABLO AVE. #102 - ALBANY, CA 94706866-860-3880baycpaplus.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $831K assets / 6 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#002
BAY CPA PLUS CASH BALANCE PLAN
CashBalance
Assets$555K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BAY CPA PLUS RETIREMENT PLAN
401k
Assets$276K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAY CPA PLUS CASH BALANCE PLAN | CashBalance | $555K | 3 | 2025 | |
| 001 | BAY CPA PLUS RETIREMENT PLAN | 401k | $276K | 3 | 2025 |
Retirement plans