How big is Patricia D. Estefan CPA's plan?

Patricia D. Estefan CPA's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250730183245NAL0002141187001

Patricia D. Estefan CPA

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

Form 5500-SF

FILING_RECEIVED

Patricia D. Estefan CPA 401(k) Plan

401(k) retirement plan · Patricia D. Estefan CPA's Patricia D. Estefan CPA 401(k) Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jorge Fernandez signed Patricia D. Estefan CPA's 2024 Form 5500 as plan administrator.

Jorge Fernandez — 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

Patricia D. Estefan CPA's EIN is 65-0131603.

EIN 65-0131603

Plan number 001

Plan year 2024

ACK ID 20250730183245NAL0002141187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patricia D. Estefan CPA'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 PATRICIA D. ESTEFAN CPA.

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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