Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINK & COMPANY, LLP
EIN 95-3803304accountingLatest filing 2025
Plans
2
Retirement
2
$12.6M assets
Welfare
0
Participants
13
20700 VENTURA BLVD., SUITE 340 - WOODLAND HILLS, CA 91364818-347-1797finkcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 13 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
FINK & COMPANY, LLP PROFIT SHARING 401(K) PLAN
401k
Assets$9.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FINK & COMPANY, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$3.4M
Participants6
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 | FINK & COMPANY, LLP PROFIT SHARING 401(K) PLAN | 401k | $9.2M | 7 | 2025 | |
| 001 | FINK & COMPANY, LLP CASH BALANCE PENSION PLAN | CashBalance | $3.4M | 6 | 2024 |
Retirement plans