How big is Patina Medical Group's plan?

Patina Medical Group's plan reported $728K in assets and 17 participants for 2024.

Original filing (PDF)20250528100207NAL0004339795001

Patina Medical Group

Name: Patina Medical Group — Patina Medical Group 401(k), Form 5500 (2024)
Creator: Patina Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patina Medical Group 401(k) Plan

401(k) retirement plan · Patina Medical Group's Patina Medical Group 401(k) Plan held $728K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$728K

Net assets (EOY)

$728K

People on this filing

Heather Altieri signed Patina Medical Group's 2024 Form 5500 as plan administrator.

Heather Altieri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patina Medical Group's EIN is 87-2685574.

EIN 87-2685574

Plan number 001

Plan year 2024

ACK ID 20250528100207NAL0004339795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patina Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patina Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATINA MEDICAL GROUP.

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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