Original filing (PDF)20260120083008NAL0001233379002

JEFFERSON CARDIOLOGY ASSOCIATION

Name: JEFFERSON CARDIOLOGY ASSOCIATION — JEFFERSON CARDIOLOGY ASSOCIATION 401(K)P/S, Form 5500 (2024)
Creator: JEFFERSON CARDIOLOGY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

JEFFERSON CARDIOLOGY ASSOCIATION 401(K)P/S

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON CARDIOLOGY ASSOCIATION.

Plan sponsor

Name

JEFFERSON CARDIOLOGY ASSOCIATION

EIN

25-1346533

Address

1633 STATE ROUTE 51, SUITE 103 · JEFFERSON HILLS, PA · 15025

Phone

(412) 469-1500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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