Original filing (PDF)20251010121637NAL0004590243001

VERTREES HEADACHE CENTER, PLLC

Name: VERTREES HEADACHE CENTER, PLLC — VERTREES HEADACHE CENTER 401(K) PLAN, Form 5500 (2024)
Creator: VERTREES HEADACHE CENTER, PLLC

Form 5500-SF

FILING_RECEIVED

VERTREES HEADACHE CENTER 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

VERTREES HEADACHE CENTER, PLLC

EIN

84-3250239all filings

Address

EXPRESSWAY · AUSTIN, TX · 78759

Phone

(512) 655-3737

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PATRICK DIPAOLO, MD

PATRICK DIPAOLO, MD PROFIT SHARING PLAN

$431K · 2 participants

BW VISION CARE PA

BW VISION CARE PA 401(K) PLAN

$431K · 17 participants

PARK AVENUE MEDICAL, LLC

PARK AVENUE MEDICAL, LLC 401(K) PLAN

$431K · 14 participants

HONEYGO PEDIATRICS, L.L.C.

HONEYGO PEDIATRICS, L.L.C. 401K PROFIT SHARING PLAN & TRUST

$431K · 7 participants

DAVIS DERMATOLOGY, P.A.

DAVIS DERMATOLOGY, P.A. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.