· 2022–2024 · DOL EFAST2

IDO Stern PA — IDO Stern PA 401(k) Profit Sharing, Form 5500 (2022)

Original filing (PDF)20230605084545NAL0025525377001

IDO Stern PA

Form 5500-SF

FILING_RECEIVED

IDO Stern PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · IDO Stern PA's IDO Stern PA 401(k) Profit Sharing Plan & Trust reported $8K in plan assets in 2022.

Active participants

0

Accounts w/ balance

11

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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

100

Total plan cost

n/a

Plan health

11

Vendor & structure

100

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 IDO STERN PA.

Plan sponsor

Name

IDO STERN PA

EIN

46-4406336all filings

Address

7601 NORTH FEDERAL HIGHWAY STE 240 · BOCA RATON, FL · 33487

Phone

(561) 929-2111

Industry

Other Services (ex. Public Admin)

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

2023-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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