Original filing (PDF)20241212080700NAL0007716131001

SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY, PLLC

Name: SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY, PLLC — SRI CASH BALANCE PLAN, Form 5500 (2023)
Creator: SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY, PLLC

Form 5500-SF

FILING_RECEIVED

SRI CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY, PLLC.

Plan sponsor

Name

SHANAHAN RHEUMATOLOGY & IMMUNOTHERAPY, PLLC

EIN

27-0845895all filings

Address

PARADIGM PARK 2222 E. HWY54 · SUITE 200 · DURHAM, NC · 27713

Phone

(919) 405-2040

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator