Original filing (PDF)20251006084201NAL0003163761001

CAROL A. AGRIA, CPA CFP

Name: CAROL A. AGRIA, CPA CFP — CAROL A. AGRIA, CPA CFP 401(K) PLAN, Form 5500 (2024)
Creator: CAROL A. AGRIA, CPA CFP

Form 5500-SF

FILING_RECEIVED

CAROL A. AGRIA, CPA CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROL A. AGRIA, CPA CFP.

Plan sponsor

Name

CAROL A. AGRIA, CPA CFP

EIN

06-1176690all filings

Address

67 BRIDGEPORT AVENUE · MILFORD, CT · 06460

Phone

(800) 887-0647

Industry