How big is Caudell CPA, PC's plan?

Caudell CPA, PC's plan reported $824K in assets and 2 participants for 2025.

Original filing (PDF)20260422221923NAL0004057361001

Caudell CPA, PC

Name: Caudell CPA, PC — Caudell CPA, PC 401(k) Plan, Form 5500 (2025)
Creator: Caudell CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caudell CPA, PC 401(k) Plan

401(k) retirement plan · Caudell CPA, PC's Caudell CPA, PC 401(k) Plan held $824K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

Plan identifiers

Caudell CPA, PC's EIN is 45-3852322.

EIN 45-3852322

Plan number 001

Plan year 2025

ACK ID 20260422221923NAL0004057361001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caudell CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caudell CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CAUDELL CPA, PC

EIN

all filings

Address

5230 CENTER ST. · HOUSTON, TX · 77007

Phone

(832) 849-1053

Industry

CPA Offices· Professional & Technical Services

Plan administrator