Original filing (PDF)20260207050344NAL0014784546001

ASPIRE CPA GROUP

Name: ASPIRE CPA GROUP — ASPIRE CPA GROUP LLC 401K PLAN, Form 5500 (2024)
Creator: ASPIRE CPA GROUP

Form 5500-SF

FILING_RECEIVED

ASPIRE CPA GROUP LLC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.7 months past the 10.5-month grace window.

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 ASPIRE CPA GROUP.

Plan sponsor

Name

ASPIRE CPA GROUP

EIN

82-3175359all filings

Address

6500 SUGARLOAF PKWY · STE 260 · DULUTH, GA · 30097

Phone

(404) 935-2786

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ROBINSON GRANT & CO., P.A.

ROBINSON GRANT RETIREMENT PLAN

$107K · 20 participants

CANCELMO CPA LLC

CANCELMO CPA LLC 401(K) PROFIT SHARING PLAN & TRUST

$107K · 10 participants

GILLINGHAM CPA PC

GILLINGHAM CPA PC 401(K) PLAN

$107K · 4 participants

CORNERSTONE TAX SERVICE & FINANCIAL PLANNING, INC.

CORNERSTONE TAX SERVICE & FINANCIAL PLANNING 401(K) PLAN

$107K · 4 participants

DONIS CPA LLC

DONIS CPA 401(K) PLAN

$107K · 14 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.