Original filing (PDF)20250709165702NAL0013454402001

REGINALD K BOLDON CPA, LLC

Name: REGINALD K BOLDON CPA, LLC — REGINALD K BOLDON CPA, LLC DBA RKB ACCOUNTING & TAX SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: REGINALD K BOLDON CPA, LLC

Form 5500-SF

FILING_RECEIVED

REGINALD K BOLDON CPA, LLC DBA RKB ACCOUNTING & TAX SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGINALD K BOLDON CPA, LLC.

Plan sponsor

Name

REGINALD K BOLDON CPA, LLC

EIN

20-0339516all filings

Address

1314 JOHNSON ST · LA CROSSE, WI · 54601

Phone

(608) 782-6433

Industry