How big is Tri State Medical Specialists, LLC's plan?

Tri State Medical Specialists, LLC's plan reported $421K in assets and 14 participants for 2023.

Original filing (PDF)20241011133033NAL0010970291001

Tri State Medical Specialists, LLC

Name: Tri State Medical Specialists, LLC — Tri State, Form 5500 (2023)
Creator: Tri State Medical Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri State Medical Specialists, LLC 401(k) Plan

401(k) retirement plan · Tri State Medical Specialists, LLC's Tri State Medical Specialists, LLC 401(k) Plan held $421K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

BING LUM signed Tri State Medical Specialists, LLC's 2023 Form 5500 as plan administrator.

BING LUM — 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

Tri State Medical Specialists, LLC's EIN is 27-1046801.

EIN 27-1046801

Plan number 001

Plan year 2023

ACK ID 20241011133033NAL0010970291001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tri State Medical Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tri State Medical Specialists, 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 TRI STATE MEDICAL SPECIALISTS, 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 (89th percentile).

Plan sponsor

Name

TRI STATE MEDICAL SPECIALISTS, LLC

EIN

all filings

Address

1510 WAGON WHEEL LANE STE 110 · FORT MOHAVE, AZ · 864266698

Phone

(760) 326-7162

Industry

Health Care & Social Assistance

Plan administrator