Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LILLY HSU, C.P.A.
EIN 95-4345439accountingLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
6
223 E VALLEY BLVD., SUITE B - ALHAMBRA, CA 91801626-281-6151lillyhsucpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 6 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
LILLY HSU, C.P.A. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LILLY HSU, C.P.A. 401(K) PLAN
401k
Assets$247K
Participants3
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 | LILLY HSU, C.P.A. CASH BALANCE PLAN | CashBalance | $2.2M | 3 | 2024 | |
| 002 | LILLY HSU, C.P.A. 401(K) PLAN | 401k | $247K | 3 | 2024 |
Retirement plans