Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN K. BERNALDO, CPA
EIN 99-0198624accountingLatest filing 2024
Plans
3
Retirement
2
$3.2M assets
Welfare
1
Participants
31
1871 WILI PA LOOP, STE. B - WAILUKU, HI 96793808-242-5951certfinancial.comLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 19 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#004
ALAN K. BERNALDO, CPA PROFIT SHARING PLAN
ProfitSharing
Assets$2.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ALAN K. BERNALDO, CPA 401(K) PLAN
401k
Assets$474K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#004
ALAN K. BERNALDO, CPA PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ALAN K. BERNALDO, CPA PROFIT SHARING PLAN | ProfitSharing | $2.7M | 12 | 2024 | |
| 002 | ALAN K. BERNALDO, CPA 401(K) PLAN | 401k | $474K | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 004 | ALAN K. BERNALDO, CPA PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans