Original filing (PDF)20250729135830NAL0002875233001

JAMES D. CROCK, PA

Name: JAMES D. CROCK, PA — JAMES D. CROCK, PA 401(K) PLAN, Form 5500 (2024)
Creator: JAMES D. CROCK, PA

Form 5500-SF

FILING_RECEIVED

JAMES D. CROCK, PA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES D. CROCK, PA.

Plan sponsor

Name

JAMES D. CROCK, PA

EIN

59-2563433all filings

Address

444 SEABREEZE BLVD / SUITE 650 · DAYTONA BEACH, FL · 32118

Phone

(386) 255-9202

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