How big is LI Obesity Surgery's plan?

LI Obesity Surgery's plan reported $2.5M in assets and 4 participants for 2024.

Original filing (PDF)20250909134411NAL0020307281001

LI Obesity Surgery

Name: LI Obesity Surgery — LI Obesity Surgery 401(k) Plan, Form 5500 (2024)
Creator: LI Obesity Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LI Obesity Surgery 401(k) Plan

401(k) retirement plan · LI Obesity Surgery's LI Obesity Surgery 401(k) Plan held $2.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Deidre Rushing for TRPC signed LI Obesity Surgery's 2024 Form 5500 as plan administrator.

Deidre Rushing for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LI Obesity Surgery's EIN is 81-2607383.

EIN 81-2607383

Plan number 001

Plan year 2024

ACK ID 20250909134411NAL0020307281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LI Obesity Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LI Obesity Surgery's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LI OBESITY SURGERY.

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LI OBESITY SURGERY

EIN

all filings

Address

224 WALL STREET · SUITE 101 · HUNTINGTON, NY · 11743

Phone

(631) 351-2024

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator