Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
OBFM ACCOUNTANTS INC
EIN 94-2339481accountingLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 25 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#004
OBFM ACCOUNTANTS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
OBFM ACCOUNTANTS INC PROFIT SHARING PLAN
ProfitSharing
Assets$2.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | OBFM ACCOUNTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.6M | 13 | 2025 | |
| 003 | OBFM ACCOUNTANTS INC PROFIT SHARING PLAN | ProfitSharing | $2.8M | 12 | 2024 |
Retirement plans