Original filing (PDF)20250611114715NAL0015745329001

OLD NAPLES CONCIERGE MEDICINE PA

Name: OLD NAPLES CONCIERGE MEDICINE PA — OLD NAPLES CONCIERGE MEDICINE 401K, Form 5500 (2024)
Creator: OLD NAPLES CONCIERGE MEDICINE PA

Form 5500-SF

FILING_RECEIVED

OLD NAPLES CONCIERGE MEDICINE 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD NAPLES CONCIERGE MEDICINE PA.

Plan sponsor

Name

OLD NAPLES CONCIERGE MEDICINE PA

EIN

83-1247520all filings

Address

82 9TH STREET S · SUITE 103 · NAPLES, FL · 34102

Phone

(239) 331-3406

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