How big is Boxter Accounting Tax & Advisory LLC's plan?

Boxter Accounting Tax & Advisory LLC's plan reported $611K in assets and 3 participants for 2024.

Original filing (PDF)20250716124752NAL0001954259001

Boxter Accounting Tax & Advisory LLC

Name: Boxter Accounting Tax & Advisory LLC — Boxter 401(k), Form 5500 (2024)
Creator: Boxter Accounting Tax & Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boxter 401(k) Plan

401(k) retirement plan · Boxter Accounting Tax & Advisory LLC's Boxter 401(k) Plan held $611K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

Plan identifiers

Boxter Accounting Tax & Advisory LLC's EIN is 92-0697238.

EIN 92-0697238

Plan number 001

Plan year 2024

ACK ID 20250716124752NAL0001954259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boxter Accounting Tax & Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boxter Accounting Tax & Advisory LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOXTER ACCOUNTING TAX & ADVISORY LLC.

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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