Original filing (PDF)20251014130950NAL0004049952001

RENA FERGUSON, MD 401K PLAN

Name: RENA FERGUSON, MD 401K PLAN — RENA FERGUSON MD 401K, Form 5500 (2024)
Creator: RENA FERGUSON, MD 401K PLAN

Form 5500-SF

FILING_RECEIVED

RENA FERGUSON MD 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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 RENA FERGUSON, MD 401K PLAN.

Plan sponsor

Name

RENA FERGUSON, MD 401K PLAN

EIN

20-3194076all filings

Address

1000 MAIN STREET · STE G · PORT JEFFERSON, NY · 11777

Phone

(631) 760-1830

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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