Back to filter
Original filing (PDF)20250908161834NAL0019463425001
E&P ACCOUNTING, LLC
Form 5500-SF
FILING_RECEIVED
E&P ACCOUNTING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E&P ACCOUNTING, LLC.
Plan sponsor
Name
E&P ACCOUNTING, LLC
EIN
47-5370558
Address
7670 NORTH PORT WASHINGTON ROAD · #104 · FOX POINT, WI · 53217
Phone
(414) 716-7670
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
JANUS & CURRAN PLLC
JANUS & CURRAN PLLC 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
LAMB & MEYER, APC
LAMB & MEYER, APC 401(K) SAVINGS PLAN
$1.1M · 5 participants
CAMPBELL, SHAFFER & CO P.C.
CAMPBELL, SHAFFER & COMPANY, P.C. 401(K) PLAN
$1.1M · 13 participants
DONALD C TURNBOW, CPA
DONALD C TURNBOW, CPA 401K PROFIT SHARING PLAN
$1.1M · 4 participants
CHARLES SOLAK CPA PA
CHARLES E SOLAK CPA PA 401K PROFIT SHARING PLAN
$1.1M · 3 participants
VAN MAANEN, SIETSTRA, MEYER, & NIKKEL, PC
VAN MAANEN, SIETSTRA, MEYER, & NIKKEL, PC 401(K) PLAN
$1.1M · 17 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B