BAY AREA HOUSE CALL PHYSICIANS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R. JONES.
Plan sponsor
Name
DAVID R. JONES
EIN
20-4176096
Address
4067 TRANSPORT STREET, SUITE B · PALO ALTO, CA · 94303
Phone
(650) 384-0986
Industry
Offices of Physicians· Health Care & Social Assistancesee all
