How big is WAKE Psychiatry, PLLC's plan?

WAKE Psychiatry, PLLC's plan reported $694K in assets and 6 participants for 2024.

Original filing (PDF)20250627111011NAL0014060256001

WAKE Psychiatry, PLLC

Name: WAKE Psychiatry, PLLC — WAKE Psychiatry, PLLC 401(k), Form 5500 (2024)
Creator: WAKE Psychiatry, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WAKE Psychiatry, PLLC 401(k) Plan

401(k) retirement plan · WAKE Psychiatry, PLLC's WAKE Psychiatry, PLLC 401(k) Plan held $694K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

People on this filing

Kellie Tolin signed WAKE Psychiatry, PLLC's 2024 Form 5500 as plan administrator.

Kellie Tolin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WAKE Psychiatry, PLLC's EIN is 45-1957028.

EIN 45-1957028

Plan number 001

Plan year 2024

ACK ID 20250627111011NAL0014060256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WAKE Psychiatry, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WAKE Psychiatry, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAKE PSYCHIATRY, PLLC.

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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 (96th percentile).

Plan sponsor

Name

WAKE PSYCHIATRY, PLLC

EIN

all filings

Address

1500 SUNDAY DRIVE SUITE #102 · RALEIGH, NC · 27607

Phone

(919) 322-2413

Industry

Health Care & Social Assistance

Plan administrator