Original filing (PDF)20251211165822NAL0007619986001

SANTORA CPA GROUP

Name: SANTORA CPA GROUP — SANTORA CPA GROUP 401(K) PLAN, Form 5500 (2024)
Creator: SANTORA CPA GROUP

Form 5500-SF

FILING_RECEIVED

SANTORA CPA GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTORA CPA GROUP.

Plan sponsor

Name

SANTORA CPA GROUP

EIN

51-0284658

Address

220 CONTINENTAL DRIVE SUITE 112 · NEWARK, DE · 19713

Phone

(302) 737-6200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-11

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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