How big is Tarpon PLLC's plan?

Tarpon PLLC's plan reported $363K in assets and 7 participants for 2024.

Original filing (PDF)20250718150400NAL0001957201001

Tarpon PLLC

Name: Tarpon PLLC — Tarpon PLLC 401(k) Plan, Form 5500 (2024)
Creator: Tarpon PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tarpon PLLC 401(k) Plan

401(k) retirement plan · Tarpon PLLC's Tarpon PLLC 401(k) Plan held $363K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

People on this filing

Marcus Bowie signed Tarpon PLLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Tarpon PLLC's EIN is 20-2995867.

EIN 20-2995867

Plan number 001

Plan year 2024

ACK ID 20250718150400NAL0001957201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tarpon PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tarpon PLLC'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 TARPON PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TARPON PLLC

EIN

all filings

Address

PO BOX 251707 · PLANO, TX · 750251707

Phone

(972) 596-1059

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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