Original filing (PDF)20250718100409NAL0002767122001

JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC

Name: JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC — JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC 401(K) PLAN, Form 5500 (2024)
Creator: JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC

Form 5500-SF

FILING_RECEIVED

JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

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 JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC.

Plan sponsor

Name

JESSICA FLANAGAN OCCUPATIONAL THERAPY PLLC

EIN

92-0802874all filings

Address

696 DUTCHESS TURNPIKE · SUITE C · POUGHKEEPSIE, NY · 12603

Phone

(845) 797-6251

Industry

Health Care & Social Assistancesee all

Plan administrator