How big is Udall CPA Group PLLC's plan?

Udall CPA Group PLLC's plan reported $3.5M in assets and 46 participants for 2024.

Original filing (PDF)20260227050230NAL0000243473001

Udall CPA Group PLLC

Name: Udall CPA Group PLLC — Udall CPA Group PLLC 401(k), Form 5500 (2024)
Creator: Udall CPA Group PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Udall CPA Group PLLC 401(k) P/S Plan

401(k) retirement plan · Udall CPA Group PLLC's Udall CPA Group PLLC 401(k) P/S Plan held $3.5M in plan assets for 46 participants in 2024.

Signals · 1

Late filing · 3.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Michael Nestman signed Udall CPA Group PLLC's 2024 Form 5500 as plan administrator.

Michael Nestman — 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

Udall CPA Group PLLC's EIN is 27-4171111.

EIN 27-4171111

Plan number 001

Plan year 2024

ACK ID 20260227050230NAL0000243473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Udall CPA Group PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Udall CPA Group PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score