Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
LIEBERT & LIEBERT CPA
EIN 93-0659412accountingLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 10 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
LIEBERT & LIEBERT PROFIT SHARING PLAN LIEBERT & LIEBERT CPA LLC
ProfitSharing
Assets$3.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIEBERT & LIEBERT PENSION PLAN LIEBERT & LIEBERT CPA LLC
MoneyPurchase
Assets$629K
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 | |
|---|---|---|---|---|---|---|
| 002 | LIEBERT & LIEBERT PROFIT SHARING PLAN LIEBERT & LIEBERT CPA LLC | ProfitSharing | $3.5M | 9 | 2024 | |
| 001 | LIEBERT & LIEBERT PENSION PLAN LIEBERT & LIEBERT CPA LLC | MoneyPurchase | $629K | 1 | 2024 |
Retirement plans