Original filing (PDF)20250814145205NAL0005466099001

GERARD R. ROWLAND, CPA

Name: GERARD R. ROWLAND, CPA — GERARD R. ROWLAND, CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GERARD R. ROWLAND, CPA

Form 5500-SF

FILING_RECEIVED

GERARD R. ROWLAND, CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$522K

Net assets (EOY)

$522K

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 (95th percentile).
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 GERARD R. ROWLAND, CPA.

Plan sponsor

Name

GERARD R. ROWLAND, CPA

EIN

33-0772055all filings

Address

2082 BUSINESS CENTER DRIVE,SUITE172 · IRVINE, CA · 926121322

Phone

(949) 752-1040

Industry