Original filing (PDF)20250418220849NAL0000023011093

CLASSIC TAX & ACCOUNTING SERVICES LLC

Name: CLASSIC TAX & ACCOUNTING SERVICES LLC — CLASSIC TAX & ACCOUNTING SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: CLASSIC TAX & ACCOUNTING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

CLASSIC TAX & ACCOUNTING SERVICES LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLASSIC TAX & ACCOUNTING SERVICES LLC

EIN

83-2362441

Address

5401 S KIRKMAN ROAD · SUITE 310 · ORLANDO, FL · 32819

Phone

(407) 545-3129

Industry

Professional & Technical Servicessee all

Plan administrator