Original filing (PDF)20250428101557NAL0028024418001

PROFESSIONAL ACCOUNTING & CONSULTING

Name: PROFESSIONAL ACCOUNTING & CONSULTING — PROFESSIONAL ACCOUNTING & CONSULTING 401(K) PLAN, Form 5500 (2024)
Creator: PROFESSIONAL ACCOUNTING & CONSULTING

Form 5500-SF

FILING_RECEIVED

PROFESSIONAL ACCOUNTING & CONSULTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROFESSIONAL ACCOUNTING & CONSULTING.

Plan sponsor

Name

PROFESSIONAL ACCOUNTING & CONSULTING

EIN

27-1799214all filings

Address

6406 THORNBERRY CT. #220A · MASON, OH · 45040

Phone

(513) 587-4000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator