How big is ROOS & McNabb CPA'S, a PROF. Corp.'s plan?

ROOS & McNabb CPA'S, a PROF. Corp.'s plan reported $254K in assets and 3 participants for 2024.

Original filing (PDF)20250923122835NAL0006347489001

ROOS & McNabb CPA'S, a PROF. Corp.

Name: ROOS & McNabb CPA'S, a PROF. Corp. — ROOS & McNabb, Form 5500 (2024)
Creator: ROOS & McNabb CPA'S, a PROF. Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOS & McNabb CPA'S, a PROF. Corp. , 401(k) Profit Sharing Plan

401(k) retirement plan · ROOS & McNabb CPA'S, a PROF. Corp.'s ROOS & McNabb CPA'S, a PROF. Corp. , 401(k) Profit Sharing Plan held $254K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

Plan identifiers

ROOS & McNabb CPA'S, a PROF. Corp.'s EIN is 85-3902793.

EIN 85-3902793

Plan number 001

Plan year 2024

ACK ID 20250923122835NAL0006347489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROOS & McNabb CPA'S, a PROF. Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROOS & McNabb CPA'S, a PROF. Corp.'s plan includes profit-sharing, 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 ROOS & MCNABB CPA'S, A PROF. CORP..

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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 (92nd percentile).

Plan sponsor

Name

ROOS & MCNABB CPA'S, A PROF. CORP.

EIN

all filings

Address

4384 E. ASHLAN AVE · SUITE 107 · FRESNO, CA · 93726

Phone

(559) 226-2209

Industry

CPA Offices· Professional & Technical Services

Plan administrator