How big is SDA CPA Group, P.C.'s plan?

SDA CPA Group, P.C.'s plan reported $243K in assets and 9 participants for 2025.

Original filing (PDF)20260422221951NAL0006429760085

SDA CPA Group, P.C.

Name: SDA CPA Group, P.C. — SDA CPA Group, P.C. 401(k), Form 5500 (2025)
Creator: SDA CPA Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SDA CPA Group, P.C. 401(k) Plan

401(k) retirement plan · SDA CPA Group, P.C.'s SDA CPA Group, P.C. 401(k) Plan held $243K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

Plan identifiers

SDA CPA Group, P.C.'s EIN is 20-0306351.

EIN 20-0306351

Plan number 001

Plan year 2025

ACK ID 20260422221951NAL0006429760085

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SDA CPA Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SDA CPA Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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