Original filing (PDF)20251009154948NAL0006840561001

CERDA TERAN & ASSOCIATES LLP

Name: CERDA TERAN & ASSOCIATES LLP — CERDA TERAN & ASSOCIATES LLP 401(K) PLAN, Form 5500 (2024)
Creator: CERDA TERAN & ASSOCIATES LLP

Form 5500-SF

FILING_RECEIVED

CERDA TERAN & ASSOCIATES LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERDA TERAN & ASSOCIATES LLP.

Plan sponsor

Name

CERDA TERAN & ASSOCIATES LLP

EIN

84-4149185all filings

Address

107 CALLE DEL NORTE STE 28 · LAREDO, TX · 78041

Phone

(956) 877-2020

Industry

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

H&A ALL ABOUT TAXES

H&A ALL ABOUT TAXES 401K PLAN

$5K · 3 participants

HARTMAN TAX & ADVISORY SERVICES, LLC

HARTMAN TAX & ADVISORY SERVICES, LLC 401(K) PLAN

EFFICIENT TAX SOLUTIONS

EFFICIENT TAX SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

$5K · 9 participants

UNITED TAX AND FINANCIAL SERVICES, LLC

UNITED TAX AND FINANCIAL SERVICES LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.