How big is Realize CPA, LLP's plan?

Realize CPA, LLP's plan reported $16.1M in assets and 72 participants for 2024.

Original filing (PDF)20250918162717NAL0002067155001

Realize CPA, LLP

Name: Realize CPA, LLP — Realize Retirement Plan, Form 5500 (2024)
Creator: Realize CPA, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Realize Retirement Plan

401(k) retirement plan · Realize CPA, LLP's Realize Retirement Plan held $16.1M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

Plan identifiers

Realize CPA, LLP's EIN is 94-3145806.

EIN 94-3145806

Plan number 005

Plan year 2024

ACK ID 20250918162717NAL0002067155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Realize CPA, LLP's plan includes profit-sharing, 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 REALIZE CPA, LLP.

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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