Original filing (PDF)20250610181103NAL0043613186001

RUBEN J. ALMANZA, MD PA

Name: RUBEN J. ALMANZA, MD PA — RUBEN J. ALMANZA, MD PA 401(K) P/S PLAN, Form 5500 (2024)
Creator: RUBEN J. ALMANZA, MD PA

Form 5500-SF

FILING_RECEIVED

RUBEN J. ALMANZA, MD PA 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBEN J. ALMANZA, MD PA.

Plan sponsor

Name

RUBEN J. ALMANZA, MD PA

EIN

20-2066830

Address

5446 LIPES BLVD STE 101 · CORPUS CHRISTI, TX · 78413

Phone

(361) 992-6100

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

2025-06-10

Pension benefit codes

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

Service providers (Schedule C)

Small plans don't disclose service providers

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