Original filing (PDF)20250407162947NAL0018759825001

ALLERGY & ASTHMA PHYSICIANS OF

Name: ALLERGY & ASTHMA PHYSICIANS OF — ALLERGY & ASTHMA PHYSICIANS OF 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALLERGY & ASTHMA PHYSICIANS OF

Form 5500-SF

FILING_RECEIVED

ALLERGY & ASTHMA PHYSICIANS OF 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLERGY & ASTHMA PHYSICIANS OF.

Plan sponsor

Name

ALLERGY & ASTHMA PHYSICIANS OF

EIN

75-2898403

Address

5421 MATLOCK RD · ARLINGTON, TX · 760181532

Phone

(817) 460-7447

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

LAW OFFICES OF SUSAN A. KATZEN

LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN

$1.6M · 4 participants

EMZ SMART SOLUTIONS CORP

EMZ SMART SOLUTIONS CORP 401K PROFIT SHARING PLAN & TRUST

$1.6M · 5 participants

ACKERMAN PLUMBING, INC.

ACKERMAN PLUMBING, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 22 participants

HERMES TECHNOLOGIES INC.

HERMES TECHNOLOGIES INC. 401(K) PS PLAN

$1.6M · 2 participants

ERIC N. RIES

ERIC N. RIES & TARA S. MOHR 401(K) PROFIT SHARING PLAN & TRUST