· 2022–2024 · DOL EFAST2

CLINICAL SITE PARTNERS, LLC — CLINICAL SITE PARTNERS, LLC 401(K) PLAN, Form 5500 (2022)

Original filing (PDF)20240215154002NAL0050557505001

CLINICAL SITE PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CLINICAL SITE PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.0 mo

Active participants

37

Accounts w/ balance

24

Plan assets (EOY)

$229K

Net assets (EOY)

$227K

Plan health score

Above-average plan

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

88

Total plan cost

n/a

Plan health

39

Vendor & structure

100

Knocking points off

Filed 3.0 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINICAL SITE PARTNERS, LLC.

Plan sponsor

Name

CLINICAL SITE PARTNERS, LLC

EIN

45-4436651

Address

1788 WEST FAIRBANKS AVE · SUITE A · WINTER PARK, FL · 32789

Phone

(407) 740-8078

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-02-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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