How big is William D. Rhodes CPA LLC's plan?

William D. Rhodes CPA LLC's plan reported $246K in assets and 16 participants for 2024.

Original filing (PDF)20250721095858NAL0001685360001

William D. Rhodes CPA LLC

Name: William D. Rhodes CPA LLC — William D. Rhodes CPA, Form 5500 (2024)
Creator: William D. Rhodes CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William D. Rhodes CPA 401(k) Plan

401(k) retirement plan · William D. Rhodes CPA LLC's William D. Rhodes CPA 401(k) Plan held $246K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

Marcus Bowie signed William D. Rhodes CPA LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William D. Rhodes CPA LLC's EIN is 47-5330114.

EIN 47-5330114

Plan number 001

Plan year 2024

ACK ID 20250721095858NAL0001685360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William D. Rhodes CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William D. Rhodes CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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