Original filing (PDF)20250804212021NAL0004324770001

MIGUEL J RODRIGUEZ, CPA, PA

Name: MIGUEL J RODRIGUEZ, CPA, PA — MIGUEL J RODRIGUEZ, CPA, PA 401(K) PS PLAN, Form 5500 (2024)
Creator: MIGUEL J RODRIGUEZ, CPA, PA

Form 5500-SF

FILING_RECEIVED

MIGUEL J RODRIGUEZ, CPA, PA 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIGUEL J RODRIGUEZ, CPA, PA.

Plan sponsor

Name

MIGUEL J RODRIGUEZ, CPA, PA

EIN

46-1441197

Address

6367 RIVERLAKE CT · BARTOW, FL · 33323

Phone

(954) 680-6114

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-09

Filed

2025-08-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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