How big is Alliere CPA's plan?

Alliere CPA's plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20250703075303NAL0000178019001

Alliere CPA

Name: Alliere CPA — TPC Qualified Plans LLC Retirement, Form 5500 (2024)
Creator: Alliere CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Alliere CPA's TPC Qualified Plans LLC Retirement Savings Plan held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Melissa Versnik signed Alliere CPA's 2024 Form 5500 as plan administrator.

Melissa Versnik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alliere CPA's EIN is 83-2707994.

EIN 83-2707994

Plan number 020

Plan year 2024

ACK ID 20250703075303NAL0000178019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alliere CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alliere CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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