How big is Christopher J Lerose CPA LLC's plan?

Christopher J Lerose CPA LLC's plan reported $16K in assets and 7 participants for 2024.

Original filing (PDF)20250717153146NAL0000278227001

Christopher J Lerose CPA LLC

Name: Christopher J Lerose CPA LLC — Christopher J Lerose, Form 5500 (2024)
Creator: Christopher J Lerose CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher J Lerose CPA LLC 401(k) Plan

401(k) retirement plan · Christopher J Lerose CPA LLC's Christopher J Lerose CPA LLC 401(k) Plan held $16K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Marcus Bowie signed Christopher J Lerose CPA LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Christopher J Lerose CPA LLC's EIN is 81-1208936.

EIN 81-1208936

Plan number 001

Plan year 2024

ACK ID 20250717153146NAL0000278227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher J Lerose CPA LLC's plan includes 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 CHRISTOPHER J LEROSE CPA LLC.

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Plan health score

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

100

Knocking points off