Original filing (PDF)20250105181109NAL0006912161001

ORKIN CPA, INC.

Name: ORKIN CPA, INC. — ASO CPA INC 401K PLAN, Form 5500 (2024)
Creator: ORKIN CPA, INC.

Form 5500-SF

FILING_RECEIVED

ASO CPA INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORKIN CPA, INC..

Plan sponsor

Name

ORKIN CPA, INC.

EIN

84-1580188

Address

2536 S JOLIET CT · AURORA, CO · 800141759

Phone

(303) 335-0901

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-05

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FAMILY OFFICE SOLUTIONS LLC

FAMILY OFFICE SOLUTIONS 401(K) PLAN

$1.8M · 4 participants

UNITY BUSINESS ADVISORS INC.

UNITY BUSINESS ADVISORS INC. 401(K) PROFIT SHARING PLAN

$1.8M · 16 participants

LICARI, LARSEN & CO. LTD.

LICARI, LARSEN & CO. LTD 401(K)

$1.8M · 12 participants

SLOAN WEALTH MANAGEMENT SERVICES, PC

SLOAN WEALTH MANAGEMENT SERVICES, PC 401(K) PLAN

$1.8M · 4 participants

CHANG & COMPANY, CPA, INC.

CHANG & COMPANY, CPA, INC. 401(K) PROFIT SHARING PLAN