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OTTO ROZA MD PA — OTTO ROZA MD PA 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013231050NAL0004382258001
OTTO ROZA MD PA
Form 5500-SF
FILING_RECEIVED
OTTO ROZA MD PA 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
28
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OTTO ROZA MD PA
.
Find decision makers
Plan sponsor
Name
OTTO ROZA MD PA
EIN
52-0968642
Address
12931 OAK HILL AVENUE · HAGERSTOWN, MD · 217422914
Phone
(301) 797-9600
Industry
Health Care & Social Assistance
see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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FIRST CHOICE HEALTH CENTERS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIRST CHOICE HEALTH CENTERS, INC. 401(K) PROFIT SHARING PLAN
$5.0M · 114 participants
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TRUNG MINH NGUYEN, M.D., INC. PROFIT SHARING PLAN
$5.0M · 5 participants
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$32.2B
