How big is PDOC LLC's plan?

PDOC LLC's plan reported $1.3M in assets and 12 participants for 2024.

Original filing (PDF)20250630105808NAL0027328402001

PDOC LLC

Name: PDOC LLC — PDOC LLC 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: PDOC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PDOC LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PDOC LLC's PDOC LLC 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Cheryl Petrovich signed PDOC LLC's 2024 Form 5500 as plan administrator.

Cheryl Petrovich — 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

PDOC LLC's EIN is 20-1096771.

EIN 20-1096771

Plan number 001

Plan year 2024

ACK ID 20250630105808NAL0027328402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PDOC LLC

EIN

all filings

Address

3680 CROCKER DR STE 160 · SACRAMENTO, CA · 958184069

Phone

(916) 826-7099

Industry

Real Estate

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

2025-06-30

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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