Original filing (PDF)20250415220718NAL0004111809066

PITCH CPA, LLC

Name: PITCH CPA, LLC — PITCH CPA 401(K) PLAN, Form 5500 (2024)
Creator: PITCH CPA, LLC

Form 5500-SF

FILING_RECEIVED

PITCH CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$985K

Net assets (EOY)

$985K

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.

Decision-maker contacts

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

Plan sponsor

Name

PITCH CPA, LLC

EIN

47-4660901

Address

10316 NE 185TH ST · BOTHELL, WA · 98011

Phone

(206) 499-0088

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ZORAJA & ASSOCIATES PC

ZORAJA & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST

$985K · 4 participants

DECORIA, BLAIR & TEAGUE, PS

DECORIA, BLAIR & TEAGUE 401(K) PROFIT SHARING PLAN

$984K · 7 participants

BURNS, DRAEGER & HUMPHRIES, LLC

BURNS, DRAEGER & HUMPHRIES, LLC 401K PS PLAN

$984K · 18 participants

TPS THAYER

TPS THAYER 401(K)

$984K · 19 participants

KAREN R COPELAND AND ASSOCIATE

KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST