· 2022–2024 · DOL EFAST2

WROBEL & ASSOCIATES CPAS LLC — WROBEL & ASSOCIATES CPAS 401K AND PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250720140310NAL0000398929001

WROBEL & ASSOCIATES CPAS LLC

Form 5500-SF

FILING_RECEIVED

WROBEL & ASSOCIATES CPAS 401K AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

5

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan health score

Above-average plan

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

45

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WROBEL & ASSOCIATES CPAS LLC.

Plan sponsor

Name

WROBEL & ASSOCIATES CPAS LLC

EIN

26-3975130all filings

Address

4300 BROOKPARK RD · CLEVELAND, OH · 44134

Phone

(440) 886-6200

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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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