How big is Winnie TAM & Co., CPAS, PC's plan?

Winnie TAM & Co., CPAS, PC's plan reported $27K in assets and 3 participants for 2024.

Original filing (PDF)20250811135442NAL0020899858001

Winnie TAM & Co., CPAS, PC

Name: Winnie TAM & Co., CPAS, PC — Winnie TAM & Co CPAS PC, Form 5500 (2024)
Creator: Winnie TAM & Co., CPAS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winnie TAM & Co CPAS PC 401(k) Plan

401(k) retirement plan · Winnie TAM & Co., CPAS, PC's Winnie TAM & Co CPAS PC 401(k) Plan held $27K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan identifiers

Winnie TAM & Co., CPAS, PC's EIN is 13-3777972.

EIN 13-3777972

Plan number 001

Plan year 2024

ACK ID 20250811135442NAL0020899858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winnie TAM & Co., CPAS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winnie TAM & Co., CPAS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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