How big is Personal MD LLC's plan?

Personal MD LLC's plan reported $943K in assets and 7 participants for 2024.

Original filing (PDF)20251003094854NAL0001238897001

Personal MD LLC

Name: Personal MD LLC — Personal MD Concierge Services, Form 5500 (2024)
Creator: Personal MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal MD Concierge Services 401(k) Plan

401(k) retirement plan · Personal MD LLC's Personal MD Concierge Services 401(k) Plan held $943K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

People on this filing

Miranda Quintana signed Personal MD LLC's 2024 Form 5500 as plan administrator.

Miranda Quintana — 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

Personal MD LLC's EIN is 20-4965356.

EIN 20-4965356

Plan number 001

Plan year 2024

ACK ID 20251003094854NAL0001238897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personal MD LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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