CINDY COURTNEY, CPA, CFP, PLLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CINDY COURTNEY, CPA, CFP, PLLC.
Plan sponsor
Name
CINDY COURTNEY, CPA, CFP, PLLC
EIN
02-0437417
Address
65 LAFAYETTE ROAD, SUITE 7, · P.O. BOX 887 · NORTH HAMPTON, NH · 03862
Phone
(603) 964-2988
Industry
CPA Offices· Professional & Technical Servicessee all
