Original filing (PDF)20250415220541NAL0007018592035

ANGELA M. SOLES, CPA PA

Name: ANGELA M. SOLES, CPA PA — SOLES & COMPANY, PA 401(K) PLAN, Form 5500 (2024)
Creator: ANGELA M. SOLES, CPA PA

Form 5500-SF

FILING_RECEIVED

SOLES & COMPANY, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANGELA M. SOLES, CPA PA

EIN

47-2517360all filings

Address

400 EXECUTIVE CENTER DR. · SUITE 203 · WEST PALM BEACH, FL · 33401

Phone

(561) 429-6625

Industry