Original filing (PDF)20250611083553NAL0015585137001

MELVIN C. LU, M.D., L.L.C.

Name: MELVIN C. LU, M.D., L.L.C. — MELVIN C. LU, M.D., L.L.C. 401(K) P/S PLAN, Form 5500 (2024)
Creator: MELVIN C. LU, M.D., L.L.C.

Form 5500-SF

FILING_RECEIVED

MELVIN C. LU, M.D., L.L.C. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MELVIN C. LU, M.D., L.L.C..

Plan sponsor

Name

MELVIN C. LU, M.D., L.L.C.

EIN

59-3545113

Address

10133 CORTEZ BLVD · BROOKSVILLE, FL · 34613

Phone

(135) 259-6440

Industry