Back to filter
Original filing (PDF)20250702150019NAL0007367171001
COMPREHENSIVE PRIMARY CARE, LLC
Form 5500-SF
FILING_RECEIVED
COMPREHENSIVE PRIMARY CARE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
81
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
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 COMPREHENSIVE PRIMARY CARE, LLC.
Plan sponsor
Name
COMPREHENSIVE PRIMARY CARE, LLC
EIN
06-1723926
Address
15245 SHADY GROVE ROAD · SUITE 340 · ROCKVILLE, MD · 20850
Phone
(301) 869-9776
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
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
Similar-size Offices of Physicians plans
OPHTHALMOLOGY ASSOCIATES PARTNERSHIP
OPHTHALMOLOGY ASSOCIATES 401(K) PLAN
$9.5M · 28 participants
PARTLOW, HARBIN & POIST OB-GYN, MD, P.C.
PARTLOW, HARBIN, POIST OB-GYN, MD 401(K) PROFIT SHARING PLAN
$9.5M · 14 participants
NEPHROLOGY SPECIALISTS, P.C.
NSPC 401(K) PLAN
$9.5M · 25 participants
RADIOLOGIC ASSOCIATES, P.C.
RADIOLOGIC ASSOCIATES PC 401(K) PROFIT SHARING PLA
$9.5M · 25 participants
AGNES Y. WU, A SOLE PROPRIETORSHIP
AGNES Y. WU, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN
$9.5M · 1 participants
HUNTSVILLE PEDIATRIC ASSOCIATES, LLC
HUNTSVILLE PEDIATRIC ASSOCIATES 401(K) PLAN
$9.5M · 55 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
