How big is Trusted CPAS & Advisors LLC's plan?

Trusted CPAS & Advisors LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250908142022NAL0019545921001

Trusted CPAS & Advisors LLC

Name: Trusted CPAS & Advisors LLC — Trusted CPAS &, Form 5500 (2024)
Creator: Trusted CPAS & Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trusted CPAS & Advisors 401(k) PSP

401(k) retirement plan · Trusted CPAS & Advisors LLC's Trusted CPAS & Advisors 401(k) PSP held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Phillip Strosahl signed Trusted CPAS & Advisors LLC's 2024 Form 5500 as plan administrator.

Phillip Strosahl — 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

Trusted CPAS & Advisors LLC's EIN is 83-4348698.

EIN 83-4348698

Plan number 001

Plan year 2024

ACK ID 20250908142022NAL0019545921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trusted CPAS & Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trusted CPAS & Advisors LLC'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 TRUSTED CPAS & ADVISORS LLC.

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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

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 (88th percentile).

Plan sponsor

Name

TRUSTED CPAS & ADVISORS LLC

EIN

all filings

Address

N96 W18221 COUNTY LINE ROAD · SUITE 206 · MENONMONEE FALLS, WI · 53051

Phone

(262) 384-3815

Industry

CPA Offices· Professional & Technical Services

Plan administrator