How big is Cardinal CPA Group, LLC's plan?

Cardinal CPA Group, LLC's plan reported $2.4M in assets and 8 participants for 2024.

Original filing (PDF)20250611102808NAL0013884915001

Cardinal CPA Group, LLC

Name: Cardinal CPA Group, LLC — Cardinal CPA Group, LLC, Form 5500 (2024)
Creator: Cardinal CPA Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal CPA Group, LLC 401(k) Plan

401(k) retirement plan · Cardinal CPA Group, LLC's Cardinal CPA Group, LLC 401(k) Plan held $2.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Scott Houser signed Cardinal CPA Group, LLC's 2024 Form 5500 as plan administrator.

Scott Houser — 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

Cardinal CPA Group, LLC's EIN is 35-1831899.

EIN 35-1831899

Plan number 001

Plan year 2024

ACK ID 20250611102808NAL0013884915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal CPA Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDINAL CPA GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CARDINAL CPA GROUP, LLC

EIN

all filings

Address

330 EAST MAIN STREET · MUNCIE, IN · 47305

Phone

(765) 289-7951

Industry

CPA Offices· Professional & Technical Services

Plan administrator