How big is Jay Foster CPA's plan?

Jay Foster CPA's plan reported $6.2M in assets and 5 participants for 2024.

Original filing (PDF)20251021120058NAL0001917056001

Jay Foster CPA

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

Form 5500-SF

FILING_RECEIVED

Jay Foster CPA, 401(k) PS Plan

401(k) retirement plan · Jay Foster CPA's Jay Foster CPA, 401(k) PS Plan held $6.2M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Jay Foster signed Jay Foster CPA's 2024 Form 5500 as plan administrator.

Jay Foster — 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

Jay Foster CPA's EIN is 33-3815387.

EIN 33-3815387

Plan number 002

Plan year 2024

ACK ID 20251021120058NAL0001917056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jay Foster CPA'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 JAY FOSTER CPA.

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAY FOSTER CPA

EIN

all filings

Address

10801 NATIONAL BLVD. SUITE 603 · LOS ANGELES, CA · 90064

Phone

(310) 454-6545

Industry

CPA Offices· Professional & Technical Services

Plan administrator