Original filing (PDF)20250515155801NAL0044884258001

DANIEL C. BROCK, CPA, PA

Name: DANIEL C. BROCK, CPA, PA — BROCK CPA 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL C. BROCK, CPA, PA

Form 5500-SF

FILING_RECEIVED

BROCK CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

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 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 DANIEL C. BROCK, CPA, PA.

Plan sponsor

Name

DANIEL C. BROCK, CPA, PA

EIN

81-4422095all filings

Address

501 RIVERSIDE AVENUE · SUITE 503 · JACKSONVILLE, FL · 322023617

Phone

(904) 330-0268

Industry