Original filing (PDF)20250923103950NAL0002509987001

NANCY DOWSON, P.A.

Name: NANCY DOWSON, P.A. — NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: NANCY DOWSON, P.A.

Form 5500-SF

FILING_RECEIVED

NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$887K

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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY DOWSON, P.A..

Plan sponsor

Name

NANCY DOWSON, P.A.

EIN

65-0635373

Address

45 NE 96TH ST · MIAMI SHORES, FL · 331382723

Phone

(305) 757-0140

Industry