Back to filter
Original filing (PDF)20251002131249NAL0000502369001
LONG PHI DANG M.D., INC.
Form 5500-SF
FILING_RECEIVED
LONG PHI DANG M.D. 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
17
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONG PHI DANG M.D., INC..
Plan sponsor
Name
LONG PHI DANG M.D., INC.
EIN
20-0383981
Address
7891 WESTMINSTER BLVD · WESTMINSTER, CA · 92683
Phone
(714) 454-6213
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
2025-10-02
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Offices of Physicians plans
JOSEPH J. KATTA, MD, PA
JOSEPH J. KATTA, MD, PA 401(K) PLAN
$1.6M · 10 participants
THE PEDIATRICIANS OF HYDE PARK LLC
THE PEDIATRICIANS OF HYDE PARK 401(K) PLAN
$1.6M · 7 participants
COX FAMILY MEDICINE PLLC
COX FAMILY MEDICINE 401K PLAN
$1.6M · 11 participants
MEHDI F. DERAMBAKHSH, M.D, INC.
CALIFORNIA CLINICS INC. DEFINED BENEFIT PENSION PLAN
$1.6M · 3 participants
MICHIGAN GLAUCOMA & CATARACT PC
MICHIGAN GLAUCOMA & CATARACT PC 401(K) PSP
$1.6M · 16 participants
IVY SPINE & ORTHOPEDICS, LLC
IVY SPINE & ORTHOPEDICS, LLC RETIREMENT PLAN
$1.6M · 2 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
