How big is Richard Stern, M.D.'s plan?

Richard Stern, M.D.'s plan reported $837K in assets and 2 participants for 2024.

Original filing (PDF)20250406150721NAL0009405475001

Richard Stern, M.D.

Name: Richard Stern, M.D. — Richard Stern, M.D. 401(k), Form 5500 (2024)
Creator: Richard Stern, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Stern, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Richard Stern, M.D.'s Richard Stern, M.D. 401(k) Profit Sharing Plan held $837K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Richard Stern signed Richard Stern, M.D.'s 2024 Form 5500 as plan administrator.

Richard Stern — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Richard Stern, M.D.'s EIN is 13-2900635.

EIN 13-2900635

Plan number 001

Plan year 2024

ACK ID 20250406150721NAL0009405475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard Stern, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Stern, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD STERN, M.D..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score