Original filing (PDF)20250607052022NAL0035968738001

SRDSL CERTIFIED PUBLIC ACCOUNTAN

Name: SRDSL CERTIFIED PUBLIC ACCOUNTAN — SRDSL CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN, Form 5500 (2024)
Creator: SRDSL CERTIFIED PUBLIC ACCOUNTAN

Form 5500-SF

FILING_RECEIVED

SRDSL CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRDSL CERTIFIED PUBLIC ACCOUNTAN.

Plan sponsor

Name

SRDSL CERTIFIED PUBLIC ACCOUNTAN

EIN

95-4556927

Address

7120 HAYVENHURST AVE STE 409 · LAKE BALBOA, CA · 91406

Phone

(818) 782-5444

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BRIAN R CRELIN PC

CRELIN & ASSOCIATES 401(K) PLAN

$197K · 2 participants

WBH CONSULTING LLC

WBH CONSULTING LLC 401(K) PLAN

$197K · 7 participants

WELCH, COUCH & COMPANY, PA

WELCH, COUCH & COMPANY, PA 401(K) PLAN

$197K · 24 participants

THE NEVE GROUP, LTD

THE NEVE GROUP, LTD 401(K) PLAN

$197K · 2 participants

FROEHLICH & DE LA RUA CPA FIRM L

FROEHLICH & DE LA RUA CPA FIRM LLC 401(K) PLAN

$197K · 8 participants