Original filing (PDF)20250418220747NAL0000077696097

JOSE LUIS LEDEZMA, CPA

Name: JOSE LUIS LEDEZMA, CPA — JOSE LUIS LEDEZMA, CPA 401(K) PLAN, Form 5500 (2024)
Creator: JOSE LUIS LEDEZMA, CPA

Form 5500-SF

FILING_RECEIVED

JOSE LUIS LEDEZMA, CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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.

Decision-maker contacts

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

Plan sponsor

Name

JOSE LUIS LEDEZMA, CPA

EIN

37-1776356all filings

Address

3109 FOGGY LOOP · LAREDO, TX · 78045

Phone

(956) 489-6558

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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