How big is Shoals Primary Care, LLC's plan?

Shoals Primary Care, LLC's plan reported $1.8M in assets and 96 participants for 2025.

Original filing (PDF)20260519154408NAL0001490160001

Shoals Primary Care, LLC

Name: Shoals Primary Care, LLC — Shoals Primary Care, Form 5500 (2025)
Creator: Shoals Primary Care, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoals Primary Care Retirement Plan

401(k) retirement plan · Shoals Primary Care, LLC's Shoals Primary Care Retirement Plan held $1.8M in plan assets for 96 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Shoals Primary Care, LLC's EIN is 27-0952681.

EIN 27-0952681

Plan number 001

Plan year 2025

ACK ID 20260519154408NAL0001490160001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shoals Primary Care, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shoals Primary Care, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHOALS PRIMARY CARE, LLC.

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Plan health score

Above-average plan

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

Knocking points off