How big is Mendez CPA Group LLC's plan?

Mendez CPA Group LLC's plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20250616205454NAL0001185185001

Mendez CPA Group LLC

Name: Mendez CPA Group LLC — Mendez CPA Group LLC 401(k), Form 5500 (2024)
Creator: Mendez CPA Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mendez CPA Group LLC 401(k) Plan

401(k) retirement plan · Mendez CPA Group LLC's Mendez CPA Group LLC 401(k) Plan held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Cecilia Guerrero signed Mendez CPA Group LLC's 2024 Form 5500 as plan administrator.

Cecilia Guerrero — 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

Mendez CPA Group LLC's EIN is 20-4930888.

EIN 20-4930888

Plan number 001

Plan year 2024

ACK ID 20250616205454NAL0001185185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mendez CPA Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mendez CPA Group 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 MENDEZ CPA GROUP 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