· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRI-STATE FAMILY PRACTICE, LLP — TRI-STATE FAMILY PRACTICE, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626074845NAL0008366657003
TRI-STATE FAMILY PRACTICE, LLP
Form 5500-SF
FILING_RECEIVED
TRI-STATE FAMILY PRACTICE, LLP 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
9
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
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
TRI-STATE FAMILY PRACTICE, LLP
.
Find decision makers
Plan sponsor
Name
TRI-STATE FAMILY PRACTICE, LLP
EIN
42-1462387
Address
1500 DELHI ST. STE. 4100 · DUBUQUE, IA · 52001
Phone
(563) 557-5900
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
INFECTIOUS DISEASES PHYSICIANS, INC.
INFECTIOUS DISEASES PHYSICIANS, INC. PROFIT SHARING PLAN
$5.6M · 14 participants
BENJAMIN TALEI MEDICAL CORPORATION, INC.
BENJAMIN TALEI, M.D. MEDICAL CORPORATION, INC. DEFINED BENEFIT PENSION PLAN
$5.6M · 21 participants
ANNA MAGEE, M.D.
ANNA MAGEE, M.D. 401(K) PROFIT SHARING PLAN
$5.6M · 19 participants
NORTHWEST RHEUMATOLOGY ASSOCIATES, P.C.
NORTHWEST RHEUMATOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$5.6M · 19 participants
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COHEN EYE ASSOCIATES, LTD.
COHEN EYE ASSOCIATES, LTD. PROFIT SHARING PLAN
$5.6M · 14 participants
CHESAPEAKE BAY E.N.T.
CHESAPEAKE BAY E. N. T. 401(K) SAFE HARBOR PLAN
$5.6M · 32 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
