· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLERGY & ASTHMA CARE, P.C. — THE ALLERGY & ASTHMA CARE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008125522NAL0005572177001
ALLERGY & ASTHMA CARE, P.C.
Form 5500-SF
FILING_RECEIVED
THE ALLERGY & ASTHMA CARE RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALLERGY & ASTHMA CARE, P.C.
.
Find decision makers
Plan sponsor
Name
ALLERGY & ASTHMA CARE, P.C.
EIN
04-3107202
Address
101 INDUSTRIAL PARK ROAD · SUITE 307 · TAUNTON, MA · 02780
Phone
(508) 880-3121
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NEWTON-WELLESLEY FAMILY PEDIAT
NEWTON-WELLESLEY FAMILY PEDIAT 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 29 participants
SUNG SHYN DDS INC.
SUNG SHYN DDS INC. CASH BALANCE PLAN
$1.9M · 7 participants
START LINE PEDIATRICS, LLC
START LINE PEDIATRICS 401K PLAN
$1.9M · 14 participants
LEDERHAUS MD & DISNEY MD & RODRIGUEZ MD DBA INLAND NEUROSURGERY INSTIT
INI CASH BALANCE PLAN
$1.9M · 19 participants
ROBERT KISTLER, MD
ROBERT KISTLER, MD CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 11 participants
CLINICAL NEUROPHYSIOLOGY SERVICES PC
CNS 401K PLAN
$1.9M · 6 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
