How big is JEFF Alexander, M.D.'s plan?

JEFF Alexander, M.D.'s plan reported $5.0M in assets and 8 participants for 2024.

Original filing (PDF)20251001144701NAL0013372769001

JEFF Alexander, M.D.

Name: JEFF Alexander, M.D. — JEFF Alexander, M.D. 401(k), Form 5500 (2024)
Creator: JEFF Alexander, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Alexander, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · JEFF Alexander, M.D.'s JEFF Alexander, M.D. 401(k) Profit Sharing Plan held $5.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

JEFF Alexander, M.D.'s EIN is 48-1274215.

EIN 48-1274215

Plan number 002

Plan year 2024

ACK ID 20251001144701NAL0013372769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Alexander, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Alexander, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JEFF ALEXANDER, M.D.

EIN

all filings

Address

6565 SOUTH YALE AVE., SUITE 503 · TULSA, OK · 74136

Phone

(918) 494-8333

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator