Original filing (PDF)20250715115313NAL0002861248001

THERESA FORTALEZA-DAWSON MD PA

Name: THERESA FORTALEZA-DAWSON MD PA — THERESA FORTALEZA-DAWSON MD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THERESA FORTALEZA-DAWSON MD PA

Form 5500-SF

FILING_RECEIVED

THERESA FORTALEZA-DAWSON MD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THERESA FORTALEZA-DAWSON MD PA.

Plan sponsor

Name

THERESA FORTALEZA-DAWSON MD PA

EIN

54-2122302

Address

6278 N FEDERAL HWY PMB 183 · FORT LAUDERDALE, FL · 333081916

Phone

(954) 205-0801

Industry