Original filing (PDF)20251014180831NAL0004748640001

ATTICA C. CHANG, M.D., P.A.

Name: ATTICA C. CHANG, M.D., P.A. — ATTICA C. CHANG, MD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATTICA C. CHANG, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ATTICA C. CHANG, MD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ATTICA C. CHANG, M.D., P.A..

Plan sponsor

Name

ATTICA C. CHANG, M.D., P.A.

EIN

03-0455341

Address

1356 NW BOCA RATON BLVD · BOCA RATON, FL · 33432

Phone

(561) 307-7546

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

THE FIDUCIARY STUDIO

EIN

45-1739578

City

ERIE, PA

Phone

(866) 497-5501

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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