Original filing (PDF)20250924132027NAL0017171282001

PATRICK SPENCER DO INC

Name: PATRICK SPENCER DO INC — PATRICK SPENCER DO INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PATRICK SPENCER DO INC

Form 5500-SF

FILING_RECEIVED

PATRICK SPENCER DO INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK SPENCER DO INC.

Plan sponsor

Name

PATRICK SPENCER DO INC

EIN

31-1814486

Address

425 WEST GRAND AVENUE · SUITE 1002 · DAYTON, OH · 45405

Phone

(937) 226-7870

Industry