Original filing (PDF)20251008075329NAL0005235953001

KERI PETERSON MD PC

Name: KERI PETERSON MD PC — KERI PETERSON MD PENSION PLAN, Form 5500 (2024)
Creator: KERI PETERSON MD PC

Form 5500-SF

FILING_RECEIVED

KERI PETERSON MD PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERI PETERSON MD PC.

Plan sponsor

Name

KERI PETERSON MD PC

EIN

81-1501960all filings

Address

150 EAST 58TH ST. · 4TH FLOOR ANNEX · NEW YORK, NY · 10155

Phone

(212) 583-2962

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