· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTH WORCESTER GASTROENTEROLOGY PC — NORTH WORCESTER GASTROENTEROLOGY PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014000827NAL0001963329001
NORTH WORCESTER GASTROENTEROLOGY PC
Form 5500-SF
FILING_RECEIVED
NORTH WORCESTER GASTROENTEROLOGY PC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH WORCESTER GASTROENTEROLOGY PC
.
Find decision makers
Plan sponsor
Name
NORTH WORCESTER GASTROENTEROLOGY PC
EIN
27-1310748
Address
105 ERDMAN WAY · LEOMINSTER, MA · 01453
Phone
(978) 466-1990
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
LA MAGNOLIA MEDICAL GROUP, INC.
LA MAGNOLIA MEDICAL GROUP, INC. CASH BALANCE RETIREMENT PLAN
$1.1M · 7 participants
LUCY BARR, MD, P.C.
BARR FACIAL PLASTIC SURGERY 401(K) RETIREMENT PLAN
$1.1M · 12 participants
NORTH CAROLINA IVF LAB LLC
NORTH CAROLINA IVF PENSION PLAN
$1.1M · 4 participants
CYPRESS NATUROPATHIC MEDICINE, INC.
CYPRESS NATURAL MEDICINE 401(K)PROFIT SHARING PLAN
$1.1M · 4 participants
MORGENSTERN CENTER, INC.
MORGENSTERN CENTER, INC 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 7 participants
AUSTIN NEUROMUSCULAR CENTER
AUSTIN NEUROMUSCULAR CENTER 401(K) PLAN
$1.1M · 18 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
