Original filing (PDF)20250908151247NAL0012369923001

TAX & ACCOUNTING ADVISORY GROUP LLC

Name: TAX & ACCOUNTING ADVISORY GROUP LLC — TAX & ACCOUNTING ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TAX & ACCOUNTING ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

TAX & ACCOUNTING ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAX & ACCOUNTING ADVISORY GROUP LLC.

Plan sponsor

Name

TAX & ACCOUNTING ADVISORY GROUP LLC

EIN

83-2075999all filings

Address

1299 S. BERETANIA STREET, SUITE 300 · HONOLULU, HI · 96814

Phone

(808) 591-8370

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator