Original filing (PDF)20250703073553NAL0000772562001

ACUITY ADVISORS AND CPAS LLP

Name: ACUITY ADVISORS AND CPAS LLP — ACUITY ADVISORS AND CPAS, LLP DEFERRED SAVINGS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ACUITY ADVISORS AND CPAS LLP

Form 5500-SF

FILING_RECEIVED

ACUITY ADVISORS AND CPAS, LLP DEFERRED SAVINGS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUITY ADVISORS AND CPAS LLP.

Plan sponsor

Name

ACUITY ADVISORS AND CPAS LLP

EIN

23-1934964

Address

454 NEW HOLLAND AVE, SUITE 200 · LANCASTER, PA · 17602

Phone

(717) 239-5180

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KOSMATKA, DONNELLY & CO., LLP

KOSMATKA, DONNELLY & CO. 401K PROFIT SHARING PLAN

$8.1M · 82 participants

TRACHTENBERG & PAUKER LLP

TRACHTENBERG & PAUKER LLP 401(K) PROFIT SHARING PLAN

$8.1M · 15 participants

FINN & COHEN, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORP.

FINN & COHEN CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$8.1M · 14 participants

YAAKOV BORENSTEIN, C.P.A., P.C.

YAAKOV BORENSTEIN, C.P.A., P.C. 401K

$8.1M · 3 participants