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Original filing (PDF)20240516083638NAL0022440515001
LAWRENCE J. HANDLER, MD
Form 5500-SF
FILING_RECEIVED
LAWRENCE J. HANDLER, MD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$636K
Net assets (EOY)
$636K
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE J. HANDLER, MD.
Plan sponsor
Name
LAWRENCE J. HANDLER, MD
EIN
04-3259783
Address
METROWEST MEDICAL CENTER · 67 UNION SUITE 201 · NATICK, MA · 01760
Phone
(508) 651-1998
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
LAWRENCE J. HANDLER, MD
EIN
04-3259783
City
NATICK, MA
Phone
(508) 651-1998
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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