Original filing (PDF)20251010062553NAL0017843634001

STERN, DRAKE, ISBELL & ASSOCIATES, P.A.

Name: STERN, DRAKE, ISBELL & ASSOCIATES, P.A. — STERN, DRAKE, ISBELL & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: STERN, DRAKE, ISBELL & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

STERN, DRAKE, ISBELL & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46.8M

Net assets (EOY)

$46.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERN, DRAKE, ISBELL & ASSOCIATES, P.A..

Plan sponsor

Name

STERN, DRAKE, ISBELL & ASSOCIATES, P.A.

EIN

59-1202496

Address

4516 N. ARMENIA AVENUE · TAMPA, FL · 33603

Phone

(813) 348-6914

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

016

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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