· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MICHELLE M. ALGARIN, MD, INC. — MICHELLE M. ALGARIN, MD, INC. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409121250NAL0022172001001
MICHELLE M. ALGARIN, MD, INC.
Form 5500-SF
FILING_RECEIVED
MICHELLE M. ALGARIN, MD, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MICHELLE M. ALGARIN, MD, INC.
.
Find decision makers
Plan sponsor
Name
MICHELLE M. ALGARIN, MD, INC.
EIN
01-0715071
Address
23961 CALLE DE LA MAGDALENA · SUITE 520 · LAGUNA HILLS, CA · 92653
Phone
(949) 855-3376
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
1A · Pay-related DB formula
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 providers
Related plans
Similar-size Offices of Physicians plans
STEPHEN P. CHEN, M.D., INC.
STEPHEN P. CHEN, M.D., INC. 401(K) PLAN
$2.2M · 3 participants
TIMOTHY K DUFFIN MD PLC
TIMOTHY K DUFFIN MD PLC 401(K) PLAN
$2.2M · 7 participants
CARDIOVASCULAR SPECIALISTS OF SOUTH FLORIDA, PA
CARDIOVASCULAR SPECIALISTS OF SOUTH FLORIDA, PA 401(K) PLAN
$2.2M · 18 participants
SOUTH COAST UROGYNECOLOGY INC
SOUTH COAST UROGYNECOLOGY 401(K) PROFIT SHARING PLAN
$2.2M · 4 participants
WORCESTER DERMATOLOGY ASSOCIAT
WORCESTER DERMATOLOGY ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST
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.
$2.2M · 16 participants
ROCKFORD ASSOCIATED PATHOLOGISTS, LTD.
ROCKFORD ASSOCIATED PATHOLOGISTS, LTD. CASH BALANCE PENSION PLAN
$2.2M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
