· 2022–2024 · DOL EFAST2

ANDREA A CARTWRIGHT CPA LLC — ANDREA A CARTWRIGHT CPA LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250407194334NAL0016886401001

ANDREA A CARTWRIGHT CPA LLC

Form 5500-SF

FILING_RECEIVED

ANDREA A CARTWRIGHT CPA LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

5

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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

55

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ANDREA A CARTWRIGHT CPA LLC

EIN

82-1438924

Address

1 ORIENT WAY STE F PMB 258 · RUTHERFORD, NJ · 070702524

Phone

(732) 266-3422

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

GENESIS LANDSCAPE, INC.

GENESIS LANDSCAPE, INC. 401K PLAN

$138K · 22 participants

BEST OIL INC 401(K) PLAN

$138K · 16 participants

MATTHEW HOXIE 401(K) PROFIT SHARING PLAN & TRUST

$138K · 1 participants

MANUEL R FRIAS 401(K) PROFIT SHARING PLAN & TRUST

$138K · 3 participants

YM FAMILY OFFICE LLC

YM FAMILY RETIREMENT PLAN

$138K · 22 participants