How big is Tailored CPAS, P.C.'s plan?

Tailored CPAS, P.C.'s plan reported $2.8M in assets and 18 participants for 2024.

Original filing (PDF)20250703092224NAL0000220531002

Tailored CPAS, P.C.

Name: Tailored CPAS, P.C. — Tailored CPAS 401(k) Plan, Form 5500 (2024)
Creator: Tailored CPAS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tailored CPAS 401(k) Plan

401(k) retirement plan · Tailored CPAS, P.C.'s Tailored CPAS 401(k) Plan held $2.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Tailored CPAS, P.C.'s EIN is 38-2610075.

EIN 38-2610075

Plan number 001

Plan year 2024

ACK ID 20250703092224NAL0000220531002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tailored CPAS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tailored CPAS, P.C.'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 TAILORED CPAS, P.C..

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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