· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PARLEE & TATEM RADIOLOGIC ASSOCIATES, LTD — PARLEE & TATEM 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009065959NAL0006597729001
PARLEE & TATEM RADIOLOGIC ASSOCIATES, LTD
Form 5500-SF
FILING_RECEIVED
PARLEE & TATEM 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
21
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
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
PARLEE & TATEM RADIOLOGIC ASSOCIATES, LTD
.
Find decision makers
Plan sponsor
Name
PARLEE & TATEM RADIOLOGIC ASSOCIATES, LTD
EIN
23-1746255
Address
PO BOX 517 · RICHLANDTOWN, PA · 18955
Phone
(215) 345-2290
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
COLORADO SPRINGS DERMATOLOGY CLINIC, P.C.
COLORADO SPRINGS DERMATOLOGY, P.C. PROFIT SHARING PLAN
$17.7M · 56 participants
ALBERT B KNAPP MD PC
ALBERT B KNAPP MD PC 401(K) PROFIT SHARING PLAN
$17.7M · 4 participants
CNS MEDICAL GROUP, P.C.
CNS MEDICAL GROUP P.C. PROFIT SHARING PLAN
$17.7M · 16 participants
LONGVIEW ORTHOPEDIC ASSOCIATES, PLLC
LONGVIEW ORTHOPEDIC ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN
$17.7M · 71 participants
FLORIDA MEDICAL SPECIALISTS, LLC
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.
MAXHEALTH 401(K) PLAN
$17.7M · 441 participants
WM N EVANS M D LTD DBA CHILDRENS HEART CENTER
CHILDREN'S HEART CENTER 401(K) RETIREMENT PLAN
$17.8M · 121 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
