Original filing (PDF)20250723111542NAL0001960531001

ALVAREZ & MENDOZA PA

Name: ALVAREZ & MENDOZA PA — ALVAREZ AND MENDOZA PA 401K, Form 5500 (2024)
Creator: ALVAREZ & MENDOZA PA

Form 5500-SF

FILING_RECEIVED

ALVAREZ AND MENDOZA PA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALVAREZ & MENDOZA PA.

Plan sponsor

Name

ALVAREZ & MENDOZA PA

EIN

20-3162550

Address

1981 NW 88TH CT STE 201 · DORAL, FL · 33172

Phone

(305) 275-3011

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KEIICHI KAWANA, CPA INC.

KEIICHI KAWANA, CPA INC. RETIREMENT PLAN

$82K · 2 participants

STEVEN W. MIHLSTIN, C.P.A.

STEVEN W. MIHLSTIN DEFINED BENEFIT PLAN

$82K · 5 participants

JAMES LEONARD

JWLCPA LLC 401(K) PROFIT SHARING PLAN & TRUST

$82K · 3 participants

DALLAS TAX SOLUTIONS INC

DTS 401(K) SAFE HARBOR PLAN

$82K · 7 participants

HANN PLUMMER PLLC

HANN PLUMMER PLLC 401(K) PROFIT SHARING PLAN & TRUST

$83K · 8 participants