Original filing (PDF)20250919085713NAL0002487072002

CARLOS J. ESPARZA MD, PC

Name: CARLOS J. ESPARZA MD, PC — CARLOS J. ESPARZA MD, PC RETIREMENT PLAN, Form 5500 (2024)
Creator: CARLOS J. ESPARZA MD, PC

Form 5500-SF

FILING_RECEIVED

CARLOS J. ESPARZA MD, PC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS J. ESPARZA MD, PC.

Plan sponsor

Name

CARLOS J. ESPARZA MD, PC

EIN

85-0474076all filings

Address

3846 MASTHEAD ST. NE · ALBUQUERQUE, NM · 87109

Phone

(505) 242-1711

Industry