Original filing (PDF)20250630185418NAL0012158097001

WESTERN WAKE PEDIATRICS, P.A.

Name: WESTERN WAKE PEDIATRICS, P.A. — WESTERN WAKE PEDIATRICS,P.A. 401(K) PLAN, Form 5500 (2024)
Creator: WESTERN WAKE PEDIATRICS, P.A.

Form 5500-SF

FILING_RECEIVED

WESTERN WAKE PEDIATRICS,P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN WAKE PEDIATRICS, P.A..

Plan sponsor

Name

WESTERN WAKE PEDIATRICS, P.A.

EIN

20-2023756

Address

940 SE CARY PARKWAY SUITE 200 · CARY, NC · 27518

Phone

(919) 858-4925

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

2025-06-30

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ORTHOPEDICS EAST, PC

ORTHOPEDICS EAST, PC 401(K) PROFIT SHARING PLAN

$3.3M · 10 participants

CENTER FOR CARDIOVASCULAR & THORACIC SURGERY, PC

CENTER FOR CARDIOVASCULAR & THORACIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN

$3.3M · 13 participants

PEDIATRIC ASSOCIATES OF WEST MEMPHI

PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

$3.3M · 20 participants

ROBERT G. SALAZAR, M.D., INC.

ROBERT G. SALAZAR, M.D., INC. CASH BALANCE PLAN

$3.3M · 23 participants

SCS LLC