Original filing (PDF)20250821034027NAL0003790209001

DREW STEIN MD PLLC

Name: DREW STEIN MD PLLC — DREW STEIN MD PLLC 401(K) PLAN, Form 5500 (2024)
Creator: DREW STEIN MD PLLC

Form 5500-SF

FILING_RECEIVED

DREW STEIN MD PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREW STEIN MD PLLC.

Plan sponsor

Name

DREW STEIN MD PLLC

EIN

87-3508938

Address

6853 SW 18TH STREET · SUITE M 111 · BOCA RATON, FL · 33433

Phone

(561) 617-7996

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

2025-08-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BABAK ESHAGHIAN, MD, INC CASH BALANCE PLAN

BABAK ESHAGHIAN, MD, INC 401(K)/PROFIT SHARING

$62K · 8 participants

ACTIVE CARE PHYSICIAN PC

ACTIVE CARE PHYSICIAN P.C

$62K · 3 participants

DANIEL R. KIM MD, INC.

DANIEL R. KIM MD, INC. RETIREMENT PLAN

$62K · 2 participants

DARREN S. CHIN, M.D., L.L.C.

DARREN S. CHIN, M.D., L.L.C. 401(K) PLAN

$62K · 5 participants

ATHLETE PERFORMANCE LLC

ATHLETE PERFORMANCE LLC 401(K) PLAN

$62K · 6 participants