Original filing (PDF)20250718150400NAL0001957201001

TARPON PLLC

Name: TARPON PLLC — TARPON PLLC 401(K) PLAN, Form 5500 (2024)
Creator: TARPON PLLC

Form 5500-SF

FILING_RECEIVED

TARPON PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARPON PLLC.

Plan sponsor

Name

TARPON PLLC

EIN

20-2995867all filings

Address

PO BOX 251707 · PLANO, TX · 750251707

Phone

(972) 596-1059

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

2025-07-18

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

Related plans

Similar-size Offices of Physicians plans

DONIELLE FREEDMAN MD LTD

DONIELLE FREEDMAN MD LTD 401(K) PROFIT SHARING PLAN & TRUST

$363K · 2 participants

JORDAN CREEK FAMILY MEDICINE CLINIC

JORDAN CREEK FAMILY MEDICINE CLINIC 401(K) PLAN

$363K · 5 participants

RESTORATION HEALTHCARE INC

RESTORATION HEALTHCARE INC 401(K) PROFIT SHARING PLAN & TRUST

$363K · 25 participants

INTERVENTIONAL SPINE AND REHABILITATION OF LOUISIANA

ISR OF LOUISIANA CASH BALANCE PLAN

$363K · 4 participants

PRIMARY CARE SPECIALISTS, P.A.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.