Original filing (PDF)20250722115040NAL0006791986001

CPA FINANCIAL ADVANTAGE, P.C.

Name: CPA FINANCIAL ADVANTAGE, P.C. — CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: CPA FINANCIAL ADVANTAGE, P.C.

Form 5500-SF

FILING_RECEIVED

CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CPA FINANCIAL ADVANTAGE, P.C.

EIN

86-0483892

Address

798 W. 28TH STREET · YUMA, AZ · 85364

Phone

(928) 344-3003

Industry