How big is The CPA Solution, L.L.C.'s plan?

The CPA Solution, L.L.C.'s plan reported $798K in assets and 4 participants for 2025.

Original filing (PDF)20260515111939NAL0009215985001

The CPA Solution, L.L.C.

Name: The CPA Solution, L.L.C. — The CPA Solution, LLC., Form 5500 (2025)
Creator: The CPA Solution, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The CPA Solution, LLC. 401(k) Plan

401(k) retirement plan · The CPA Solution, L.L.C.'s The CPA Solution, LLC. 401(k) Plan held $798K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

Plan identifiers

The CPA Solution, L.L.C.'s EIN is 20-5144604.

EIN 20-5144604

Plan number 001

Plan year 2025

ACK ID 20260515111939NAL0009215985001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The CPA Solution, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The CPA Solution, L.L.C.'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 THE CPA SOLUTION, L.L.C..

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE CPA SOLUTION, L.L.C.

EIN

all filings

Address

257 HARLOW ST., STE 202 · BANGOR, ME · 04401

Phone

(207) 947-0003

Industry

CPA Offices· Professional & Technical Services

Plan administrator