How big is Associates CPA, LLC's plan?

Associates CPA, LLC's plan reported $287K in assets and 3 participants for 2025.

Original filing (PDF)20260512070216NAL0007937440001

Associates CPA, LLC

Name: Associates CPA, LLC — Associates CPA 401(k) Plan, Form 5500 (2025)
Creator: Associates CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Associates CPA 401(k) Plan

401(k) retirement plan · Associates CPA, LLC's Associates CPA 401(k) Plan held $287K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

Associates CPA, LLC's EIN is 99-4863726.

EIN 99-4863726

Plan number 001

Plan year 2025

ACK ID 20260512070216NAL0007937440001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Associates CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Associates CPA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATES CPA, 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