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PERSONALIZED HEMATOLOGY - ONCOLOGY OF WAKE FOREST — PERSONALIZED HEMATOLOGY CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002124241NAL0000308531001
PERSONALIZED HEMATOLOGY - ONCOLOGY OF WAKE FOREST
Form 5500-SF
FILING_RECEIVED
PERSONALIZED HEMATOLOGY CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
PERSONALIZED HEMATOLOGY - ONCOLOGY OF WAKE FOREST
.
Find decision makers
Plan sponsor
Name
PERSONALIZED HEMATOLOGY - ONCOLOGY OF WAKE FOREST
EIN
45-4188515
Address
11635 NORTHPARK DRIVE · SUITE 250 · WAKE FOREST, NC · 27587
Phone
(919) 825-4637
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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