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Original filing (PDF)20260112182911NAL0019299394002
CAMERON S. SCHAEFFER, M.D., P.S.C.
Form 5500-SF
FILING_RECEIVED
CAMERON S. SCHAEFFER, M.D., P.S.C. 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.9 mo
Active participants
2
Accounts w/ balance
7
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
86
/ 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
92
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMERON S. SCHAEFFER, M.D., P.S.C..
Plan sponsor
Name
CAMERON S. SCHAEFFER, M.D., P.S.C.
EIN
75-3019922
Address
1760 NICHOLASVILLE ROAD · SUITE 601 · LEXINGTON, KY · 405031474
Phone
(859) 275-5437
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
CAMERON S. SCHAEFFER, M.D., P.S.C.
EIN
75-3019922
City
LEXINGTON, KY
Phone
(859) 275-5437
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
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