Back to filter
Original filing (PDF)20251006104401NAL0003517553001
ANDY M. FINE, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
ANDY M. FINE, M.D., P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDY M. FINE, M.D., P.C..
Plan sponsor
Name
ANDY M. FINE, M.D., P.C.
EIN
84-1469721
Address
20 W DRY CREEK CIRCLE · LITTLETON, CO · 80120
Phone
(303) 703-8583
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
SHENANDOAH PLASTIC SURGERY, P.C.
SHENANDOAH PLASTIC SURGERY P.C. PROFIT SHARING PLAN
$1.9M · 4 participants
MARC S BEHAR MD PC
FEMMPRO OB/GYN 401(K) PLAN
$1.9M · 27 participants
GRACE HOSPITALIST GP
GRACE HOSPITALIST GP CASH BALANCE PLAN
$1.9M · 6 participants
COMMITTED TO CHANGE, P.C.
COMMITTED TO CHANGE, P. C. 401(K) PROFIT SHARING PLAN
$1.9M · 27 participants
WILLIAM P. AIELLO, M.D., INC.
WILLIAM P. AIELLO, M.D., INC. EMPLOYEES' RETIREMENT PLAN
$1.9M · 1 participants
PRIMUS ORTHOPEDICS, S.C.
PRIMUS ORTHOPEDICS, S. C. 401(K) PLAN
$1.9M · 8 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
