Original filing (PDF)20251013122719NAL0000603107004

MISSISSIPPI ASTHMA & ALLERGY

Name: MISSISSIPPI ASTHMA & ALLERGY — MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. 401(K) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: MISSISSIPPI ASTHMA & ALLERGY

Form 5500

FILING_RECEIVED

MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. 401(K) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MISSISSIPPI ASTHMA & ALLERGY.

Plan sponsor

Name

MISSISSIPPI ASTHMA & ALLERGY

EIN

64-0793451

Address

1513 LAKELAND DRIVE, SUITE 101 · JACKSON, MS · 392164829

Phone

(601) 354-4836

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP	—	IRVINE, CA	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$20K	—

Investments

1 pooled fund· $75K

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.