· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CENTRO MEDICO LATINO — CENTRO MEDICO LATINO 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250623101647NAL0014466242001
CENTRO MEDICO LATINO
Form 5500-SF
FILING_RECEIVED
CENTRO MEDICO LATINO 401(K) P/S PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
37
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
CENTRO MEDICO LATINO
.
Find decision makers
Plan sponsor
Name
CENTRO MEDICO LATINO
EIN
26-1398383
Address
3541 RANDOLPH RD STE 303 · CHARLOTTE, NC · 28211
Phone
(704) 905-1691
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-23
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NORTHEAST SPINE AND WELLNESS CENTER LLC
NORTHEAST SPINE AND WELLNESS CENTER, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 11 participants
CASTILE DENTAL GROUP PLLC
CASTILE DENTAL GROUP PLLC 401 K PLAN
$1.5M · 13 participants
MALINI SOOGOOR, MD, INC.
MALINI SOOGOOR, MD, INC. PROFIT SHARING 401(K) PLAN
$1.5M · 4 participants
BOULDER ABORTION CLINIC,P.C.
B.A.C., P.C. 401(K) PROFIT SHARING PLAN
$1.5M · 21 participants
TIFFANNY P. CHEVALIER, L.L.C.
TIFFANNY P. CHEVALIER, L.L.C. 401(K) PROFIT SHARING PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 4 participants
GUNDLAPALLI ADVANCE PAIN CENTER
GUNDLAPALLI'S ADVANCED PAIN CENTER, P.A. CASH BALANCE PLAN
$1.5M · 4 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
