Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
SEAN H MOSHIRI & ASSOCIATES AN ACCOUNTANCY CORPORATION
EIN 95-4683143accountingLatest filing 2024
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 7 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
SEAN H MOSHIRI & ASSOCIATES DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$5.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SEAN H MOSHIRI & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEAN H MOSHIRI & ASSOCIATES DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $5.5M | 3 | 2024 | |
| 002 | SEAN H MOSHIRI & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 4 | 2024 |
Retirement plans