Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAXVAL TAX & ACCOUNTING, INC.
EIN 99-0438901Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$227K assets
Welfare
0
Participants
5
1900 CAMDEN AVE., STE. #101 - SAN JOSE, CA 95124408-564-8481
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $227K assets / 5 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#002
MAXVAL TAX & ACCOUNTING, INC. PENSION PLAN
CashBalance
Assets$140K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MAXVAL TAX & ACCOUNTING, INC. RETIREMENT PLAN
401k
Assets$87K
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 | |
|---|---|---|---|---|---|---|
| 002 | MAXVAL TAX & ACCOUNTING, INC. PENSION PLAN | CashBalance | $140K | 3 | 2024 | |
| 001 | MAXVAL TAX & ACCOUNTING, INC. RETIREMENT PLAN | 401k | $87K | 2 | 2025 |
Retirement plans