How big is Kandi J. Edson CPA PLLC's plan?

Kandi J. Edson CPA PLLC's plan reported $636K in assets and 2 participants for 2025.

Original filing (PDF)20260519155808NAL0001409312001

Kandi J. Edson CPA PLLC

Name: Kandi J. Edson CPA PLLC — Kandi J. Edson CPA PLLC, Form 5500 (2025)
Creator: Kandi J. Edson CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kandi J. Edson CPA PLLC 401(k) Plan

401(k) retirement plan · Kandi J. Edson CPA PLLC's Kandi J. Edson CPA PLLC 401(k) Plan held $636K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$636K

Net assets (EOY)

$636K

Plan identifiers

Kandi J. Edson CPA PLLC's EIN is 46-4330118.

EIN 46-4330118

Plan number 001

Plan year 2025

ACK ID 20260519155808NAL0001409312001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kandi J. Edson CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KANDI J. EDSON CPA PLLC

EIN

all filings

Address

36 COUNTRY CLUB ROAD · UNIT 926 · GILFORD, NH · 03249

Phone

(603) 707-6631

Industry

CPA Offices· Professional & Technical Services

Plan administrator