How big is TERI B. Rice, CPA's plan?

TERI B. Rice, CPA's plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20251014185214NAL0007187970001

TERI B. Rice, CPA

Name: TERI B. Rice, CPA — Rice & Company CPA'S 401(k) Safe, Form 5500 (2024)
Creator: TERI B. Rice, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rice & Company CPA'S 401(k) Safe Harbor Plan

401(k) retirement plan · TERI B. Rice, CPA's Rice & Company CPA'S 401(k) Safe Harbor Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

TERI Rice signed TERI B. Rice, CPA's 2024 Form 5500 as plan administrator.

TERI Rice — 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

TERI B. Rice, CPA's EIN is 86-1352563.

EIN 86-1352563

Plan number 001

Plan year 2024

ACK ID 20251014185214NAL0007187970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TERI B. Rice, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TERI B. Rice, CPA's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERI B. RICE, CPA.

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TERI B. RICE, CPA

EIN

all filings

Address

501 N. EL CAMINO REAL STE. 270 · SAN CLEMENTE, CA · 92672

Phone

(949) 439-3910

Industry

CPA Offices· Professional & Technical Services

Plan administrator