How big is Physician Equity Holdings, LLC's plan?

Physician Equity Holdings, LLC's plan reported $7.4M in assets and 85 participants for 2024.

Original filing (PDF)20251229132035NAL0017715233001

Physician Equity Holdings, LLC

Name: Physician Equity Holdings, LLC — Physician Equity, Form 5500 (2024)
Creator: Physician Equity Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Physician Equity Holdings, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Physician Equity Holdings, LLC's Physician Equity Holdings, LLC 401(k) Profit Sharing Plan held $7.4M in plan assets for 85 participants in 2024.

Signals · 1

Late filing · 1.4 mo

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Physician Equity Holdings, LLC's EIN is 84-4611548.

EIN 84-4611548

Plan number 001

Plan year 2024

ACK ID 20251229132035NAL0017715233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Physician Equity Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Physician Equity Holdings, LLC's plan includes profit-sharing, a 401(k) feature, 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 PHYSICIAN EQUITY HOLDINGS, LLC.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off