Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANK AKEF & CO.
EIN 95-3825493accountingLatest filing 2025
Plans
2
Retirement
2
$15.3M assets
Welfare
0
Participants
20
8350 WILSHIRE BLVD STE 250 - BEVERLY HILLS, CA 90211323-556-2777beverlyhillsaccountant.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 20 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
FRANK AKEF & CO., PROFIT SHARING PLAN
ProfitSharing
Assets$13.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANK AKEF & CO. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants7
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 | FRANK AKEF & CO., PROFIT SHARING PLAN | ProfitSharing | $13.5M | 13 | 2025 | |
| 002 | FRANK AKEF & CO. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 7 | 2025 |
Retirement plans