How big is Prudence CPA Inc.'s plan?

Prudence CPA Inc.'s plan reported $275K in assets and 1 participants for 2025.

Original filing (PDF)20260423220321NAL0011268866027

Prudence CPA Inc.

Name: Prudence CPA Inc. — Prudence CPA 401(k) Plan, Form 5500 (2025)
Creator: Prudence CPA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prudence CPA 401(k) Plan

401(k) retirement plan · Prudence CPA Inc.'s Prudence CPA 401(k) Plan held $275K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

Plan identifiers

Prudence CPA Inc.'s EIN is 81-5056772.

EIN 81-5056772

Plan number 001

Plan year 2025

ACK ID 20260423220321NAL0011268866027

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prudence CPA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Prudence CPA Inc.'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 PRUDENCE CPA INC.

Finding similar companies…

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PRUDENCE CPA INC

EIN

all filings

Address

25201 PASEO DE ALICIA · SUITE 116 · LAGUNA HILLS, CA · 92653

Phone

(949) 325-7797

Industry

Law Offices· Professional & Technical Services

Plan administrator