Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLLEEN BOYLE SMITH TAX & ACCOUNTING, INC.
EIN 95-3770058accountingLatest filing 2025
Plans
2
Retirement
2
$102K assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $102K assets / 7 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
BERNARD G. BOYLE, CPA, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$89K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COLLEEN BOYLE SMITH TAX & ACCOUNTING, INC. 401(K) PLAN
401k
Assets$13K
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 | |
|---|---|---|---|---|---|---|
| 001 | BERNARD G. BOYLE, CPA, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $89K | 3 | 2024 | |
| 002 | COLLEEN BOYLE SMITH TAX & ACCOUNTING, INC. 401(K) PLAN | 401k | $13K | 4 | 2025 |
Retirement plans