How big is Nagel CPAS, LLC's plan?

Nagel CPAS, LLC's plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250909161226NAL0020400769001

Nagel CPAS, LLC

Name: Nagel CPAS, LLC — Nagel CPAS, LLC 401(k) Plan, Form 5500 (2024)
Creator: Nagel CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nagel CPAS, LLC 401(k) Plan

401(k) retirement plan · Nagel CPAS, LLC's Nagel CPAS, LLC 401(k) Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Roger Nagel signed Nagel CPAS, LLC's 2024 Form 5500 as plan administrator.

Roger Nagel — 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

Nagel CPAS, LLC's EIN is 20-1663986.

EIN 20-1663986

Plan number 001

Plan year 2024

ACK ID 20250909161226NAL0020400769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nagel CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nagel CPAS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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