Original filing (PDF)20251008141451NAL0005673729001

CAPITAL REGION OBGYN, LLC

Name: CAPITAL REGION OBGYN, LLC — CAPITAL REGION OBGYN LLC 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: CAPITAL REGION OBGYN, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL REGION OBGYN LLC 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL REGION OBGYN, LLC.

Plan sponsor

Name

CAPITAL REGION OBGYN, LLC

EIN

26-3082675

Address

711 TROY SCHENECTADY ROAD · SUITE 205 · LATHAM, NY · 12309

Phone

(518) 783-7070

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

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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