Back to filter
Original filing (PDF)20250930192644NAL0013627376001
AKRA PROFESSIONAL SERVICES
Form 5500-SF
FILING_RECEIVED
AKRA PROFESSIONAL SERVICES CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKRA PROFESSIONAL SERVICES.
Plan sponsor
Name
AKRA PROFESSIONAL SERVICES
EIN
59-3609750
Address
1551 ATLANTIC BLVD · SUITE 101 · JACKSONVILLE, FL · 322073369
Phone
(904) 379-9327
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
PAYAM ROBERT YASHAR, M.D., INC.
PAYAM ROBERT YASHAR, M.D., INC. 401(K) PROFIT SHARING PLAN
$1.0M · 3 participants
INLAND MEDICAL GROUP
INLAND MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0M · 4 participants
CRAIG L. BIERER, D.O., LLC DBA INDEPENDENCE ORTHOPEDIC & SPORTS MEDICI
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE RETIREMENT PLAN
$1.0M · 4 participants
CLARITY DERMATOLOGY PLLC
CLARITY DERMATOLOGY 401(K) PLAN
$1.0M · 23 participants
HUNTINGTON MEDICAL CARE ASSOCIATES, P.C.
HUNTINGTON MEDICAL CARE ASSOCIATES, P.C. DEFINED CONTRIBUTION PLAN
$1.0M · 4 participants
PEDIATRIC ASSOCIATES OF OCALA, PA
PEDIATRIC ASSOCIATES OF OCALA, PA 401(K)
$1.0M · 12 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants