How big is CPA Solutions, LLC's plan?

CPA Solutions, LLC's plan reported $3.5M in assets and 8 participants for 2025.

Original filing (PDF)20260505093825NAL0001543570001

CPA Solutions, LLC

Name: CPA Solutions, LLC — CPA Solutions, LLC 401(k), Form 5500 (2025)
Creator: CPA Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CPA Solutions, LLC's CPA Solutions, LLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Karen Pomajevich signed CPA Solutions, LLC's 2025 Form 5500 as plan administrator.

Karen Pomajevich — 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

CPA Solutions, LLC's EIN is 20-1842518.

EIN 20-1842518

Plan number 001

Plan year 2025

ACK ID 20260505093825NAL0001543570001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CPA Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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