Original filing (PDF)20251010160728NAL0004778195001

ASSOCIATES IN DERMATOLOGY PLLC

Name: ASSOCIATES IN DERMATOLOGY PLLC — ASSOCIATES IN DERMATOLOGY PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ASSOCIATES IN DERMATOLOGY PLLC

Form 5500

FILING_RECEIVED

ASSOCIATES IN DERMATOLOGY PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 2

60% in single holdingNo recordkeeper disclosed

Active participants

117

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

1 pooled trust

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATES IN DERMATOLOGY PLLC.

Plan sponsor

Name

ASSOCIATES IN DERMATOLOGY PLLC

EIN

61-1085679

Address

3810 SPRINGHURST BOULEVARD · LOUISVILLE, KY · 40241

Phone

(502) 583-1749

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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

KATZ SAPPER & MILLER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$593	—

Investments

4 direct securities · 1 pooled fund· $3.3M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$2.3M

4 holdings

Pooled Separate Account

$938K

1 holding