Original filing (PDF)20250724093424NAL0004455057001

EXTON ALLERGY & ASTHMA ASSOCIATES

Name: EXTON ALLERGY & ASTHMA ASSOCIATES — EXTON ALLERGY & ASTHMA ASSOCIATES 401(K) PLAN 401(K) PLAN, Form 5500 (2024)
Creator: EXTON ALLERGY & ASTHMA ASSOCIATES

Form 5500-SF

FILING_RECEIVED

EXTON ALLERGY & ASTHMA ASSOCIATES 401(K) PLAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTON ALLERGY & ASTHMA ASSOCIATES.

Plan sponsor

Name

EXTON ALLERGY & ASTHMA ASSOCIATES

EIN

41-2277161

Address

656 WEST LINCOLN HIGHWAY · EXTON, PA · 19341

Phone

(610) 269-3066

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

2025-07-24

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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SUSAN B. HURSON, MD 401K PLAN

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AUSTIN H. YU, A MEDICAL CORP. RETIREMENT PLAN

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JEFFREY M. BLOOM, M.D., INC.

JEFFREY M. BLOOM, M.D., INC. 401(K)

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ADRIENNE L. FREGIA, M.D., S.C.

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TOTAL FAMILY HEALTHCARE

TOTAL FAMILY HEALTHCARE 401(K) PLAN

$1.3M · 24 participants