How big is CPA Advisors, LLC's plan?

CPA Advisors, LLC's plan reported $371K in assets and 5 participants for 2024.

Original filing (PDF)20251113060220NAL0002423858001

CPA Advisors, LLC

Name: CPA Advisors, LLC — CPA Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: CPA Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA Advisors, LLC 401(k) Plan

401(k) retirement plan · CPA Advisors, LLC's CPA Advisors, LLC 401(k) Plan held $371K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Nicklaus Hill signed CPA Advisors, LLC's 2024 Form 5500 as plan administrator.

Nicklaus Hill — 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

CPA Advisors, LLC's EIN is 81-0955915.

EIN 81-0955915

Plan number 001

Plan year 2024

ACK ID 20251113060220NAL0002423858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPA Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CPA Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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