Original filing (PDF)20250930141901NAL0015011152001

TAX CONSULTING & ADVISORY GROUP LLC

Name: TAX CONSULTING & ADVISORY GROUP LLC — TAX CONSULTING & ADVISORY GROUP LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TAX CONSULTING & ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

TAX CONSULTING & ADVISORY GROUP LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

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.

Decision-maker contacts

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

Plan sponsor

Name

TAX CONSULTING & ADVISORY GROUP LLC

EIN

99-2595939

Address

1313 S. BERETANIA STREET, SUITE 320 · HONOLULU, HI · 96814

Phone

(808) 528-9225

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator