CATAWBA PEDIATRIC ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
37
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score
93
/ 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
76
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATAWBA PEDIATRIC ASSOCIATES, P.A..
Plan sponsor
Name
CATAWBA PEDIATRIC ASSOCIATES, P.A.
EIN
56-1168510
Address
240 18 ST. CIRCLE, S.E. · HICKORY, NC · 28602
Phone
(828) 322-2550
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
