Original filing (PDF)20230124154415NAL0019051362001

STOCKDALE MEDICAL, LLC

Name: STOCKDALE MEDICAL, LLC — STOCKDALE MEDICAL, LLC 401(K) PLAN, Form 5500 (2022)
Creator: STOCKDALE MEDICAL, LLC

Form 5500-SF

FILING_RECEIVED

STOCKDALE MEDICAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOCKDALE MEDICAL, LLC.

Plan sponsor

Name

STOCKDALE MEDICAL, LLC

EIN

46-0997397

Address

5550 WILD ROSE LANE · SUITE 400 · WEST DES MOINES, IA · 50266

Phone

(563) 340-9500

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-17

Filed

2023-01-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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