Original filing (PDF)20250624164314NAL0007071489001

CALIFORNIA IVF DAVIS FERTILITY

Name: CALIFORNIA IVF DAVIS FERTILITY — CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CALIFORNIA IVF DAVIS FERTILITY

Form 5500-SF

FILING_RECEIVED

CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA IVF DAVIS FERTILITY.

Plan sponsor

Name

CALIFORNIA IVF DAVIS FERTILITY

EIN

20-1142892

Address

2590 VENTURE OAKS WAY #102 · SACRAMENTO, CA · 95833

Phone

(916) 979-5599

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BRIAN KAHAN D.O., P.A.

BRIAN KAHAN D.O., PA SAFE HARBOR 401(K) PLAN

$2.4M · 10 participants

PAUL S. WHITEHEAD, M.D.

PAUL S. WHITEHEAD, M.D. 401(K) PLAN

$2.4M · 1 participants

NADER ACHACKZAD

DR NADER ACHACKZAD PENSION PLAN

$2.4M · 3 participants

MEDICAL ONCOLOGY ASSOCIATES

MEDICAL ONCOLOGY ASSOCIATES 401(K) PLAN

$2.4M · 6 participants

ALEXANDER AIZMAN, M.D., P.C.

ALEXANDER AIZMAN, M.D., P.C. RETIREMENT PLAN

$2.4M · 1 participants