· 2022–2024 · DOL EFAST2

Aspire CPA Group — Aspire CPA Group LLC 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260607083950NAL0002843219001

Aspire CPA Group

Form 5500-SF

FILING_RECEIVED

Aspire CPA Group LLC 401(k) Plan

401(k) retirement plan · Aspire CPA Group's Aspire CPA Group LLC 401(k) Plan held $75K in plan assets for 5 participants in 2025.

Signals · 1

Late filing · 30.7 mo

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

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

75

Total plan cost

n/a

Plan health

68

Vendor & structure

100

Knocking points off

Filed 30.7 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

1325 SATELLITE BLVD NW · STE 1601 · SUWANEE, GA · 30024

Phone

(404) 935-2786

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2026-06-07

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

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