How big is Eustace Accountancy Group PA's plan?

Eustace Accountancy Group PA's plan reported $668K in assets and 12 participants for 2024.

Original filing (PDF)20250730155133NAL0002059539001

Eustace Accountancy Group PA

Name: Eustace Accountancy Group PA — Eustace Accountancy, Form 5500 (2024)
Creator: Eustace Accountancy Group PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eustace Accountancy Group PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eustace Accountancy Group PA's Eustace Accountancy Group PA 401(k) Profit Sharing Plan & Trust held $668K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

People on this filing

LOIS Eustace signed Eustace Accountancy Group PA's 2024 Form 5500 as plan administrator.

LOIS Eustace — 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

Eustace Accountancy Group PA's EIN is 56-2057602.

EIN 56-2057602

Plan number 001

Plan year 2024

ACK ID 20250730155133NAL0002059539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eustace Accountancy Group PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eustace Accountancy Group PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EUSTACE ACCOUNTANCY GROUP PA.

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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