Original filing (PDF)20251013194741NAL0002660288002

MARSHALL LIFESTYLE MEDICINE PSC

Name: MARSHALL LIFESTYLE MEDICINE PSC — MARSHALL LIFESTYLE MEDICINE 401K PLAN, Form 5500 (2024)
Creator: MARSHALL LIFESTYLE MEDICINE PSC

Form 5500-SF

FILING_RECEIVED

MARSHALL LIFESTYLE MEDICINE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL LIFESTYLE MEDICINE PSC.

Plan sponsor

Name

MARSHALL LIFESTYLE MEDICINE PSC

EIN

47-1460170

Address

2251 WAR ADMIRAL WAY, #125 · LEXINGTON, KY · 40509

Phone

(859) 554-8486

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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