· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEFFREY RAWNSLEY, MD, INC. — JEFFREY RAWNSLEY, MD, INC. 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717210117NAL0000488595001
JEFFREY RAWNSLEY, MD, INC.
Form 5500-SF
FILING_RECEIVED
JEFFREY RAWNSLEY, MD, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
JEFFREY RAWNSLEY, MD, INC.
.
Find decision makers
Plan sponsor
Name
JEFFREY RAWNSLEY, MD, INC.
EIN
20-5158925
Address
10921 WILSHIRE BLVD. · STE. 611 · WESTWOOD, CA · 90024
Phone
(310) 208-8888
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-17
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
JERSEY SHORE MEDICAL & PEDIATRIC ASSOCIATES, LLC
JERSEY SHORE MEDICAL & PEDIATRIC ASSOCIATES, LLC PROFIT SHARING PENSION PLAN
$1.1M · 21 participants
ANNE THAI, M.D., A PROFESSIONAL CORPORATION
ANNE THAI, M. D. , A PROFESSIONAL CORPORATION PROFIT-SHARING PLAN
$1.1M · 2 participants
OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION
OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
$1.1M · 2 participants
HAGERMAN FAMILY PHYSICIANS, INC.
HAGERMAN FAMILY PHYSICIANS 401(K) PLAN
$1.1M · 6 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KIDZCARE PEDIATRICS, PLLC
KIDZCARE PEDIATRICS, PLLC 401(K) PLAN
$1.1M · 10 participants
LADIES FIRST HEALTH CARE
LADIES FIRST HEALTH CARE 401(K) PLAN
$1.1M · 13 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
