How big is LISA C. Kates, M.D., LLC's plan?

LISA C. Kates, M.D., LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250710132703NAL0005559873001

LISA C. Kates, M.D., LLC

Name: LISA C. Kates, M.D., LLC — LISA C. Kates, M.D., LLC, Form 5500 (2024)
Creator: LISA C. Kates, M.D., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA C. Kates, M.D., LLC 401(k) Plan

401(k) retirement plan · LISA C. Kates, M.D., LLC's LISA C. Kates, M.D., LLC 401(k) Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Eric Rubin signed LISA C. Kates, M.D., LLC's 2024 Form 5500 as plan administrator.

Eric Rubin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA C. Kates, M.D., LLC's EIN is 26-4621120.

EIN 26-4621120

Plan number 001

Plan year 2024

ACK ID 20250710132703NAL0005559873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA C. Kates, M.D., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA C. Kates, M.D., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA C. KATES, M.D., LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LISA C. KATES, M.D., LLC

EIN

all filings

Address

2200 DEFENSE HWY · STE 201 · CROFTON, MD · 211142927

Phone

(410) 451-5500

Industry

Health Care & Social Assistance

Plan administrator