How big is Roosa CPA, LLC's plan?

Roosa CPA, LLC's plan reported $954K in assets and 2 participants for 2024.

Original filing (PDF)20250725105657NAL0008655040001

Roosa CPA, LLC

Name: Roosa CPA, LLC — Roosa CPA 401(k) Plan, Form 5500 (2024)
Creator: Roosa CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roosa CPA 401(k) Plan

401(k) retirement plan · Roosa CPA, LLC's Roosa CPA 401(k) Plan held $954K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan identifiers

Roosa CPA, LLC's EIN is 27-2394651.

EIN 27-2394651

Plan number 001

Plan year 2024

ACK ID 20250725105657NAL0008655040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ROOSA CPA, LLC

EIN

all filings

Address

408 S. WEST SHORE BLVD. · TAMPA, FL · 33609

Phone

(877) 410-8516

Industry

CPA Offices· Professional & Technical Services

Plan administrator