Back to filter
Original filing (PDF)20250617141931NAL0001887361001
ADVANCED PULMONARY & SLEEP ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
ADVANCED PULMONARY & SLEEP ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
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 ADVANCED PULMONARY & SLEEP ASSOCIATES, P.C..
Plan sponsor
Name
ADVANCED PULMONARY & SLEEP ASSOCIATES, P.C.
EIN
85-1080644
Address
795 E. MARSHALL STREET · SUITE 304 · WEST CHESTER, PA · 19380
Phone
(610) 692-6330
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
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
WEST END PEDIATRICS, PC
WEST END PEDIATRICS, PC PROFIT SHARING PLAN
$10.1M · 17 participants
GILA HEALTH RESOURCES, LLC
GILA HEALTH RESOURCES, LLC 401(K) PLAN
$10.1M · 183 participants
1ST CHOICE HEALTHCARE INC.
403(B) THRIFT PLAN FOR 1ST CHOICE HEALTHCARE, INC.
$10.1M · 209 participants
SUSQUEHANNA ANESTHESIA AFFILIATES, PC
SUSQUEHANNA ANESTHESIA AFFILIATES, PC 401(K) SAVINGS PLAN
$10.1M · 12 participants
N CALI RETINA VITREOUS ASSOC MED GP
NORTHERN CALIFORNIA RETINA VITREOUS ASSOCIATES 401(K) PROFIT SHARING PLAN
$10.0M · 58 participants
ARMSTRONG COLT OPHTHALMOLOGY
ARMSTRONG COLT GEORGE OPHTHALMOLOGY 401(K) PLAN
$10.0M · 48 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
