Original filing (PDF)20251118102100NAL0002471633001

DR. CLAFFIE AND ASSOCIATES

Name: DR. CLAFFIE AND ASSOCIATES — DR. CLAFFIE AND ASSOCIATES 401(K) P/S PLAN, Form 5500 (2024)
Creator: DR. CLAFFIE AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DR. CLAFFIE AND ASSOCIATES 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$878K

Net assets (EOY)

$878K

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

Knocking points off

Filed 0.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. CLAFFIE AND ASSOCIATES.

Plan sponsor

Name

DR. CLAFFIE AND ASSOCIATES

EIN

59-3496850all filings

Address

2223 N W SHORE BLVD STE 202 · TAMPA, FL · 33607

Phone

(813) 966-6796

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