Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL F. GIUFFRE, AN ACCOUNTANCY CORPORATION
EIN 95-3901165individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
30423 CANWOOD STREET SUITE 217 - AGOURA HILLS, CA 91301818-706-8141giuffrecpa.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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
MICHAEL F. GIUFFRE, AN ACCOUNTANCY CORPORATION 401(K) PLAN
401k
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL F. GIUFFRE AN ACCOUNTANCY CORPORATION
TraditionalDB
Assets$523K
Participants2
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 | MICHAEL F. GIUFFRE, AN ACCOUNTANCY CORPORATION 401(K) PLAN | 401k | $1.3M | 2 | 2025 | |
| 002 | MICHAEL F. GIUFFRE AN ACCOUNTANCY CORPORATION | TraditionalDB | $523K | 2 | 2025 |
Retirement plans