How big is Daniel R. Cuddy, CPA, PLLC's plan?

Daniel R. Cuddy, CPA, PLLC's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20251006212109NAL0004181953001

Daniel R. Cuddy, CPA, PLLC

Name: Daniel R. Cuddy, CPA, PLLC — Cuddy Financial, Form 5500 (2024)
Creator: Daniel R. Cuddy, CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cuddy Financial Services 401(k) Retirement Plan

401(k) retirement plan · Daniel R. Cuddy, CPA, PLLC's Cuddy Financial Services 401(k) Retirement Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Daniel Cuddy signed Daniel R. Cuddy, CPA, PLLC's 2024 Form 5500 as plan administrator.

Daniel Cuddy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel R. Cuddy, CPA, PLLC's EIN is 20-1573424.

EIN 20-1573424

Plan number 001

Plan year 2024

ACK ID 20251006212109NAL0004181953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel R. Cuddy, CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel R. Cuddy, CPA, PLLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL R. CUDDY, CPA, PLLC.

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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

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 (94th percentile).

Plan sponsor

Name

DANIEL R. CUDDY, CPA, PLLC

DBA

CUDDY FINANCIAL SERVICES

EIN

all filings

Address

7 WILLIAM STREET · AUBURN, NY · 13021

Phone

(315) 252-3600

Industry