Original filing (PDF)20250723141541NAL0002079379002

TODD W. ADAM, M.D., P.A.

Name: TODD W. ADAM, M.D., P.A. — TODD W. ADAM, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TODD W. ADAM, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

TODD W. ADAM, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD W. ADAM, M.D., P.A..

Plan sponsor

Name

TODD W. ADAM, M.D., P.A.

EIN

76-0631755

Address

1015 MEDICAL CENTER BLVD. · SUITE 1800 · WEBSTER, TX · 77598

Phone

(281) 282-9300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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