· 2022–2024 · DOL EFAST2

COLAB PHYSICIANS, S.C. — MARK W. NIEDFELDT, M.D. LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250925175542NAL0003682067001

COLAB PHYSICIANS, S.C.

Form 5500-SF

FILING_RECEIVED

MARK W. NIEDFELDT, M.D. LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLAB PHYSICIANS, S.C..

Plan sponsor

Name

COLAB PHYSICIANS, S.C.

EIN

26-2861621

Address

10325 N. PORT WASHINGTON ROAD · SUITE 150 · MEQUON, WI · 530925586

Phone

(262) 643-4720

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

COLAB PHYSICIANS, S.C.

COLAB PHYSICIANS 401(K) PROFIT SHARING PLAN AND TRUST

$624K · 5 participants

ANJALI MONGA, M.D., INC.

ANJALI MONGA, M.D., INC. PROFIT SHARING PLAN

$624K · 1 participants

DAVID A. LEWIS, M.D., INC.

DAVID A. LEWIS, M.D., INC. PROFIT SHARING PLAN

$624K · 1 participants

HAWAII BRAIN AND SPINE, INC.

HAWAII BRAIN AND SPINE, INC. 401(K) RETIREMENT SAVINGS PLAN

$624K · 8 participants

C.B. PATEL, M.D., P.A.

C.B. PATEL, M.D., P.A. 401(K) P/S PLAN