· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASSOCIATES IN ENDOCRINOLOGY, PC — ASSOCIATES IN ENDOCRINOLOGY 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240610092737NAL0026499297001
ASSOCIATES IN ENDOCRINOLOGY, PC
Form 5500-SF
FILING_RECEIVED
ASSOCIATES IN ENDOCRINOLOGY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSOCIATES IN ENDOCRINOLOGY, PC
.
Find decision makers
Plan sponsor
Name
ASSOCIATES IN ENDOCRINOLOGY, PC
EIN
20-5117093
Address
2000 OXFORD DRIVESUITE 200 · BETHEL PARK, PA · 15102
Phone
(412) 942-2140
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
OHIO STATE PAIN MANAGEMENT CENTER, INC.
OHIO STATE PAIN MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 4 participants
CHICAGOLAND PAIN MANAGEMENT INSTITUTE, INC.
CHICAGOLAND PAIN MANAGEMENT INSTITUTE, INC. DEFINED BENEFIT PLAN
$1.7M · 3 participants
SOUTHSIDE HEAD & NECK SURGERY, P.C
SOUTHSIDE HEAD & NECK SURGERY, P.C. 401K PLAN
$1.7M · 1 participants
SAM RATNAYAKE, M.D., INC.
RATNAYAKE RETIREMENT PLAN & TRUST
$1.7M · 7 participants
VIRGINIA WEIGHT LOSS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VIRGINIA WEIGHT LOSS 401(K) PROFIT SHARING PLAN
$1.7M · 8 participants
METRODORA INSTITUTE, LLC
METRODORA RETIREMENT AND 401(K) PLAN
$1.7M · 21 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
