Original filing (PDF)20251009102516NAL0006438625001

JOSE J. ALDRICH, M.D., P.A.

Name: JOSE J. ALDRICH, M.D., P.A. — JOSE J. ALDRICH, M.D. 401K PLAN, Form 5500 (2024)
Creator: JOSE J. ALDRICH, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOSE J. ALDRICH, M.D. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSE J. ALDRICH, M.D., P.A..

Plan sponsor

Name

JOSE J. ALDRICH, M.D., P.A.

EIN

65-0243602all filings

Address

351 NW 42ND AVE. SUITE 404 · MIAMI, FL · 33126

Phone

(305) 856-5733

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

JOSE J. ALDRICH, M.D., P.A.

EIN

65-0243602

City

MIAMI, FL

Phone

(305) 856-5733

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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