How big is Citrine CPAS and Advisors , a PR's plan?

Citrine CPAS and Advisors , a PR's plan reported $3K in assets for 2024.

Original filing (PDF)20250527152943NAL0004089283001

Citrine CPAS and Advisors , a PR

Name: Citrine CPAS and Advisors , a PR — Citrine CPAS and, Form 5500 (2024)
Creator: Citrine CPAS and Advisors , a PR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrine CPAS and Advisors Safe Harbor 401(k) Plan

401(k) retirement plan · Citrine CPAS and Advisors , a PR's Citrine CPAS and Advisors Safe Harbor 401(k) Plan reported $3K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Dan Kantor signed Citrine CPAS and Advisors , a PR's 2024 Form 5500 as plan administrator.

Dan Kantor — 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

Citrine CPAS and Advisors , a PR's EIN is 87-1589276.

EIN 87-1589276

Plan number 001

Plan year 2024

ACK ID 20250527152943NAL0004089283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrine CPAS and Advisors , a PR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrine CPAS and Advisors , a PR's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CITRINE CPAS AND ADVISORS , A PR.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score