How big is Alpharetta Internal Medicine's plan?

Alpharetta Internal Medicine's plan reported $4.8M in assets and 21 participants for 2025.

Original filing (PDF)20260511100616NAL0006908864001

Alpharetta Internal Medicine

Name: Alpharetta Internal Medicine — Alpharetta Internal, Form 5500 (2025)
Creator: Alpharetta Internal Medicine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpharetta Internal Medicine 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Alpharetta Internal Medicine's Alpharetta Internal Medicine 401(k) Profit Sharing Plan & Trust held $4.8M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Jordan Rodriguez signed Alpharetta Internal Medicine's 2025 Form 5500 as plan administrator.

Jordan Rodriguez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alpharetta Internal Medicine's EIN is 58-2016963.

EIN 58-2016963

Plan number 001

Plan year 2025

ACK ID 20260511100616NAL0006908864001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Alpharetta Internal Medicine from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Alpharetta Internal Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHARETTA INTERNAL MEDICINE.

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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 (96th percentile).

Plan sponsor

Name

ALPHARETTA INTERNAL MEDICINE

EIN

all filings

Address

1380 UPPER HEMBREE RD · ROSWELL, GA · 300761146

Phone

(770) 475-2377

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator