Original filing (PDF)20251009102155NAL0011239392001

CPA FINANCIAL ENRICHMENT GROUP, LLC

Name: CPA FINANCIAL ENRICHMENT GROUP, LLC — CPA FINANCIAL ENRICHMENT GROUP LLC 401K PLAN, Form 5500 (2024)
Creator: CPA FINANCIAL ENRICHMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CPA FINANCIAL ENRICHMENT GROUP LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CPA FINANCIAL ENRICHMENT GROUP, LLC

EIN

59-2977986all filings

Address

1692 W. HIBISCUS BLVD. · MELBOURNE, FL · 32901

Phone

(321) 723-3352

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator