Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LLEWELLYN ACCOUNTANCY CORPORATION
EIN 95-2795473accountingLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 8 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
LLEWELLYN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LLEWELLYN ACCOUNTANCY CORPORATION CASH BALANCE PLAN
CashBalance
Assets$982K
Participants4
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 | LLEWELLYN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 4 | 2025 | |
| 003 | LLEWELLYN ACCOUNTANCY CORPORATION CASH BALANCE PLAN | CashBalance | $982K | 4 | 2025 |
Retirement plans