Original filing (PDF)20250210193217NAL0018197873001

DAGOBERTO MARTINEZ, M.D., P.A. DBA CLINICA SANTA MARIA

Name: DAGOBERTO MARTINEZ, M.D., P.A. DBA CLINICA SANTA MARIA — CLINICA SANTA MARIA EMPLOYEES' 401(K) PLAN, Form 5500 (2024)
Creator: DAGOBERTO MARTINEZ, M.D., P.A. DBA CLINICA SANTA MARIA

Form 5500-SF

FILING_RECEIVED

CLINICA SANTA MARIA EMPLOYEES' 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAGOBERTO MARTINEZ, M.D., P.A. DBA CLINICA SANTA MARIA.

Plan sponsor

Name

DAGOBERTO MARTINEZ, M.D., P.A. DBA CLINICA SANTA MARIA

EIN