Original filing (PDF)20251002124241NAL0000308531001

Personalized Hematology - Oncology of WAKE Forest

Name: Personalized Hematology - Oncology of WAKE Forest — Form 5500 Plan 001 (2024)
Creator: Personalized Hematology - Oncology of WAKE Forest
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personalized Hematology Cash Balance Plan

Defined-benefit pension plan · Personalized Hematology - Oncology of WAKE Forest's Personalized Hematology Cash Balance Plan held $1.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Personalized Hematology - Oncology of WAKE Forest's EIN is 45-4188515.

EIN 45-4188515

Plan number 001

Plan year 2024

ACK ID 20251002124241NAL0000308531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Personalized Hematology - Oncology of WAKE Forest from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Personalized Hematology - Oncology of WAKE Forest's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSONALIZED HEMATOLOGY - ONCOLOGY OF WAKE FOREST.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score