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TRIANGLE FAMILY MEDICINE, PA — TRIANGLE FAMILY MEDICINE PA 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724063033NAL0005504288001
TRIANGLE FAMILY MEDICINE, PA
Form 5500-SF
FILING_RECEIVED
TRIANGLE FAMILY MEDICINE PA 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
TRIANGLE FAMILY MEDICINE, PA
.
Find decision makers
Plan sponsor
Name
TRIANGLE FAMILY MEDICINE, PA
EIN
27-2985016
Address
5233 SUNSET LAKE RD · HOLLY SPRINGS, NC · 275403793
Phone
(919) 387-8885
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
RICHARD L KEARNS, CPA
EIN
23-6722329
City
RALEIGH, NC
Phone
(919) 428-0225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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