How big is J. A. Rodriguez, CPA, LLC's plan?

J. A. Rodriguez, CPA, LLC's plan reported $507K in assets and 6 participants for 2024.

Original filing (PDF)20251010134559NAL0018150194001

J. A. Rodriguez, CPA, LLC

Name: J. A. Rodriguez, CPA, LLC — J. A. Rodriguez, CPA, Form 5500 (2024)
Creator: J. A. Rodriguez, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. A. Rodriguez, CPA, LLC 401(k) Plan

401(k) retirement plan · J. A. Rodriguez, CPA, LLC's J. A. Rodriguez, CPA, LLC 401(k) Plan held $507K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

People on this filing

Jorge A. Rodriguez, CPA signed J. A. Rodriguez, CPA, LLC's 2024 Form 5500 as plan administrator.

Jorge A. Rodriguez, CPA — 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

J. A. Rodriguez, CPA, LLC's EIN is 26-2068377.

EIN 26-2068377

Plan number 001

Plan year 2024

ACK ID 20251010134559NAL0018150194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. A. Rodriguez, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. A. Rodriguez, CPA, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. A. RODRIGUEZ, CPA, 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