How big is Jeffrey P Pardee MD Inc.'s plan?

Jeffrey P Pardee MD Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250507110625NAL0006904835001

Jeffrey P Pardee MD Inc.

Name: Jeffrey P Pardee MD Inc. — Jeffrey P Pardee MD Inc., Form 5500 (2024)
Creator: Jeffrey P Pardee MD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey P Pardee MD Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jeffrey P Pardee MD Inc.'s Jeffrey P Pardee MD Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Edward Rojas signed Jeffrey P Pardee MD Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey P Pardee MD Inc.'s EIN is 73-1260827.

EIN 73-1260827

Plan number 002

Plan year 2024

ACK ID 20250507110625NAL0006904835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey P Pardee MD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey P Pardee MD Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JEFFREY P PARDEE MD INC

EIN

all filings

Address

1006 SW 104TH ST · OKLAHOMA CITY, OK · 731392990

Phone

(405) 570-1163

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator