· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCED GLAUCOMA SPECIALISTS — MARK A. LATINA, M. D. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618060007NAL0001135699001
ADVANCED GLAUCOMA SPECIALISTS
Form 5500-SF
FILING_RECEIVED
MARK A. LATINA, M. D. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
14
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
ADVANCED GLAUCOMA SPECIALISTS
.
Find decision makers
Plan sponsor
Name
ADVANCED GLAUCOMA SPECIALISTS
EIN
04-3169590
Address
20 POND MEADOW DRIVE · SUITE 203 · READING, MA · 01867
Phone
(781) 942-9876
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
2025-06-18
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
2K · 401(m) arrangement
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 Offices of Physicians plans
IGAL KHORSHIDI M.D., P.C.
IGAL KHORSHIDI M.D., P.C. DEFINED BENEFIT PLAN
$2.7M · 6 participants
CARDIOVASCULAR CONSULTANTS, PLLC
CARDIOVASCULAR CONSULTANTS, PLLC CASH BALANCE PLAN
$2.7M · 7 participants
ADVANCED NEPHROLOGY & HYPERTENSION
ADVANCED NEPHROLOGY & HYPERTENSION LLC 401(K) PLAN
$2.7M · 4 participants
HOUSHANG MAKIPOUR GASTROENTEROLOGIST, MD, PC
HOUSHANG MAKIPOUR GASTROENTEROLOGIST, MD PC 401(K) PLAN
$2.7M · 7 participants
TEXAS ORAL SURGERY SPECIALISTS, P.A.
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.
TEXAS ORAL SURGERY SPECIALISTS, P.A. DEFINED BENEFIT PENSION PLAN
$2.7M · 6 participants
PREMIER NEPHROLOGY OF ORANGE COUNTY, INC.CB
PREMIER NEPHROLOGY OF ORANGE COUNTY, INC. CASH BALANCE PLAN
$2.7M · 7 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