Accounting Research & Analytics LLC (DBA Cfra Research)
Plan context: Cfra Research Retirement Plan
EIN 46-1998308 • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
130
2024 Assets
$17,991,673
2024 Contributions
$2,282,831
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 130 | $17,991,673 | $2,282,831 | $17,560iApproximate average salary by contribution assumption: employee only about $439,006 at 4% or $292,671 at 6%; with 50% employer match about $292,671 at 4% or $195,114 at 6%; with 100% employer match about $219,503 at 4% or $146,335 at 6%. |
| Cfra Research Retirement Plan | - | 130 | $17,991,673 | $2,282,831 | $17,560iApproximate average salary by contribution assumption: employee only about $439,006 at 4% or $292,671 at 6%; with 50% employer match about $292,671 at 4% or $195,114 at 6%; with 100% employer match about $219,503 at 4% or $146,335 at 6%. |
| Cfra Health and Welfare Plan | - | 119 | - | - | - |
| 2023 | 2 | 130 | $14,326,405 | $3,736,180 | $28,740iApproximate average salary by contribution assumption: employee only about $718,496 at 4% or $478,997 at 6%; with 50% employer match about $478,997 at 4% or $319,332 at 6%; with 100% employer match about $359,248 at 4% or $239,499 at 6%. |
| Cfra Research Retirement Plan | - | 130 | $14,326,405 | $3,736,180 | $28,740iApproximate average salary by contribution assumption: employee only about $718,496 at 4% or $478,997 at 6%; with 50% employer match about $478,997 at 4% or $319,332 at 6%; with 100% employer match about $359,248 at 4% or $239,499 at 6%. |
| Cfra Health and Welfare Plan | - | 130 | - | - | - |
| 2022 | 2 | 132 | $9,585,791 | $1,932,047 | $14,637iApproximate average salary by contribution assumption: employee only about $365,918 at 4% or $243,945 at 6%; with 50% employer match about $243,945 at 4% or $162,630 at 6%; with 100% employer match about $182,959 at 4% or $121,973 at 6%. |
| Cfra Research Retirement Plan | - | 130 | $9,585,791 | $1,932,047 | $14,862iApproximate average salary by contribution assumption: employee only about $371,548 at 4% or $247,698 at 6%; with 50% employer match about $247,698 at 4% or $165,132 at 6%; with 100% employer match about $185,774 at 4% or $123,849 at 6%. |
| Cfra Health and Welfare Plan | - | 132 | - | - | - |
| 2021 | 1 | 102 | $8,009,938 | $1,133,141 | $11,109iApproximate average salary by contribution assumption: employee only about $277,731 at 4% or $185,154 at 6%; with 50% employer match about $185,154 at 4% or $123,436 at 6%; with 100% employer match about $138,865 at 4% or $92,577 at 6%. |
| Cfra Research Retirement Plan | - | 102 | $8,009,938 | $1,133,141 | $11,109iApproximate average salary by contribution assumption: employee only about $277,731 at 4% or $185,154 at 6%; with 50% employer match about $185,154 at 4% or $123,436 at 6%; with 100% employer match about $138,865 at 4% or $92,577 at 6%. |
| 2020 | 1 | 81 | $6,485,083 | $1,029,169 | $12,706iApproximate average salary by contribution assumption: employee only about $317,645 at 4% or $211,763 at 6%; with 50% employer match about $211,763 at 4% or $141,175 at 6%; with 100% employer match about $158,822 at 4% or $105,882 at 6%. |
| Cfra Research Retirement Plan | - | 81 | $6,485,083 | $1,029,169 | $12,706iApproximate average salary by contribution assumption: employee only about $317,645 at 4% or $211,763 at 6%; with 50% employer match about $211,763 at 4% or $141,175 at 6%; with 100% employer match about $158,822 at 4% or $105,882 at 6%. |