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Original filing (PDF)20250625111632NAL0004690755001

GARY GORDON, MD

Form 5500-SF
FILING_RECEIVED
GARY GORDON MD SSB INC KEOGH PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
4
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
87
/ 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
90
Knocking points off
  • No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARY GORDON, MD.
Plan sponsor
Name
GARY GORDON, MD
EIN
23-2392085
Address
549 AVONWOOD RD · HAVERFORD, PA · 190411602
Phone
(267) 385-8100
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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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