Original filing (PDF)20250812150737NAL0023219570001

DELEO FAMILY MEDICINE, PC

Name: DELEO FAMILY MEDICINE, PC — DELEO FAMILY MEDICINE, PC 401(K) PLAN, Form 5500 (2024)
Creator: DELEO FAMILY MEDICINE, PC

Form 5500-SF

FILING_RECEIVED

DELEO FAMILY MEDICINE, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELEO FAMILY MEDICINE, PC.

Plan sponsor

Name

DELEO FAMILY MEDICINE, PC

EIN

45-3086356all filings

Address

145 SAWKILL RD. · KINGSTON, NY · 124011226

Phone

(999) 999-9999

Industry