How big is Kefauver CPA, PC's plan?

Kefauver CPA, PC's plan reported $53K in assets and 11 participants for 2024.

Original filing (PDF)20251010111942NAL0007593665001

Kefauver CPA, PC

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

Form 5500-SF

FILING_RECEIVED

Kefauver CPA, PC 401(k) Plan

Defined-contribution retirement plan · Kefauver CPA, PC's Kefauver CPA, PC 401(k) Plan held $53K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Richard Tatum signed Kefauver CPA, PC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Kefauver CPA, PC's EIN is 27-2898282.

EIN 27-2898282

Plan number 001

Plan year 2024

ACK ID 20251010111942NAL0007593665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kefauver CPA, PC's plan includes ERISA 404(c) participant direction, 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 KEFAUVER CPA, PC.

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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