How big is Trident CPA Services, LLC's plan?

Trident CPA Services, LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250528101402NAL0004329603001

Trident CPA Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Trident CPA Services, LLC 401(k) Plan

401(k) retirement plan · Trident CPA Services, LLC's Trident CPA Services, LLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jim ZENK signed Trident CPA Services, LLC's 2024 Form 5500 as plan administrator.

Jim ZENK — 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

Trident CPA Services, LLC's EIN is 81-4851418.

EIN 81-4851418

Plan number 001

Plan year 2024

ACK ID 20250528101402NAL0004329603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trident CPA Services, 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 TRIDENT CPA SERVICES, 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