Back to filter
Original filing (PDF)20250630073120NAL0016021200001
DAVID C. NORMAN, M.D.
Form 5500-SF
FILING_RECEIVED
DAVID C. NORMAN MD 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID C. NORMAN, M.D..
Plan sponsor
Name
DAVID C. NORMAN, M.D.
EIN
37-1410541
Address
3030 FRANK SCOTT PARKWAY WEST · STE #1 · BELLEVILLE, IL · 62223
Phone
(618) 257-2550
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Offices of Physicians plans
KRAFF EYE INSTITUTE LTD
KRAFF EYE INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 19 participants
NORTH TEXAS ENDOCRINOLOGY & DIABETES CENTER, PA
NORTH TEXAS ENDOCRINOLOGY & DIABETES CENTER, PA 401(K) PROFIT SHARING PLAN
$3.2M · 5 participants
WEST BROADWAY CLINIC, P.C.
WEST BROADWAY CLINIC 401(K) PLAN
$3.2M · 11 participants
ALLIANCE RETINA CONSULTANTS, INC.
ALLIANCE RETINA CONSULTANTS, INC PROFIT SHARING PL
$3.2M · 3 participants
FRANKLIN LOWE, M.D., A PROF. MED. CORP.
FRANKLIN LOWE, M.D., A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
$3.2M · 5 participants
EAST TENNESSEE EYE SURGEONS, PC
EAST TENNESSEE EYE SURGEONS, PC PROFIT SHARING PLAN
$3.2M · 17 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B