How big is Guerrero CPA's plan?

Guerrero CPA's plan reported $383K in assets and 8 participants for 2024.

Original filing (PDF)20250930060923NAL0005353795001

Guerrero CPA

Name: Guerrero CPA — Guerrero CPA 401(k) Profit Sharing, Form 5500 (2024)
Creator: Guerrero CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guerrero CPA 401(k) Profit Sharing Plan

401(k) retirement plan · Guerrero CPA's Guerrero CPA 401(k) Profit Sharing Plan held $383K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

Plan identifiers

Guerrero CPA's EIN is 20-8127123.

EIN 20-8127123

Plan number 001

Plan year 2024

ACK ID 20250930060923NAL0005353795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

GUERRERO CPA

EIN

all filings

Address

508 WEST RHAPSODY · SAN ANTONIO, TX · 78216

Phone

(210) 490-7100

Industry

CPA Offices· Professional & Technical Services

Plan administrator