How big is Xpertmd, PLLC's plan?

Xpertmd, PLLC's plan reported $2.8M in assets and 33 participants for 2024.

Original filing (PDF)20251013184516NAL0000897411001

Xpertmd, PLLC

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

Form 5500-SF

FILING_RECEIVED

Xpertmd, PLLC 401(k) Plan

401(k) retirement plan · Xpertmd, PLLC's Xpertmd, PLLC 401(k) Plan held $2.8M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Michael Eisenberg signed Xpertmd, PLLC's 2024 Form 5500 as plan administrator.

Michael Eisenberg — 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

Xpertmd, PLLC's EIN is 81-5197762.

EIN 81-5197762

Plan number 001

Plan year 2024

ACK ID 20251013184516NAL0000897411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Xpertmd, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Xpertmd, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

XPERTMD, PLLC

EIN

all filings

Address

18333 EGERT BAY BLVD, #140 · HOUSTON, TX · 77058

Phone

(281) 332-3001

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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