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Original filing (PDF)20231013134014NAL0067328866001
ALAN RADA, OD
Form 5500-SF
FILING_RECEIVED
ALAN RADA, OD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN RADA, OD.
Plan sponsor
Name
ALAN RADA, OD
EIN
55-0645350
Address
4202 MACCORKLE AVE SE · CHARLESTON, WV · 253041528
Phone
(304) 925-4761
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ALAN RADA OD
EIN
55-0645350
City
CHARLESTON, WV
Phone
(304) 925-4761
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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