Original filing (PDF)20250314134723NAL0044456658001

ST LUCIE MEDICAL ASSOCIATES

Name: ST LUCIE MEDICAL ASSOCIATES — ST LUCIE MEDICAL ASSOCIATES 401K PLAN AND TRUST, Form 5500 (2024)
Creator: ST LUCIE MEDICAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

ST LUCIE MEDICAL ASSOCIATES 401K PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 ST LUCIE MEDICAL ASSOCIATES.

Plan sponsor

Name

ST LUCIE MEDICAL ASSOCIATES

EIN

26-3338454

Address

1930 SE PORT ST LUCIE BLVD · PORT ST. LUCIE, FL · 34952

Phone

(772) 335-3184

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

2025-03-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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