· 2022–2024 · DOL EFAST2

Tristate Management Med Inc. — Tristate Medical, Form 5500 (2025)

Original filing (PDF)20260722092119NAL0012296001001

Tristate Management Med Inc.

Form 5500-SF

FILING_RECEIVED

Tristate Medical Management 401(k)

401(k) retirement plan · Tristate Management Med Inc.'s Tristate Medical Management 401(k) held $583 in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$583

Net assets (EOY)

$583

Plan health score

Above-average plan

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

26

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRISTATE MANAGEMENT MED INC.

Plan sponsor

Name

TRISTATE MANAGEMENT MED INC

EIN

86-3568623all filings

Address

3263 WESTCHESTER AVE · BRONX, NY · 10461

Phone

(786) 518-6268

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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