Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SZETO & COMPANY ACCOUNTANCY CORP
EIN 95-4362131accountingLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 16 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
SZETO & COMPANY ACCOUNTANCY CORP RETIREMENT PLAN
401k
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SZETO & COMPANY ACCOUNTANCY CORP PENSION PLAN
TraditionalDB
Assets$918K
Participants8
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 | SZETO & COMPANY ACCOUNTANCY CORP RETIREMENT PLAN | 401k | $1.3M | 8 | 2025 | |
| 002 | SZETO & COMPANY ACCOUNTANCY CORP PENSION PLAN | TraditionalDB | $918K | 8 | 2024 |
Retirement plans