· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS — CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250404134540NAL0006892355001
CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS
Form 5500-SF
FILING_RECEIVED
CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS
.
Find decision makers
Plan sponsor
Name
CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS
EIN
20-5831592
Address
168 N BRENT STREET · SUITE 508 · VENTURA, CA · 93003
Phone
(805) 643-2375
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
2025-04-04
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PORTLAND PLASTIC SURGERY GROUP, LLC
PORTLAND PLASTIC SURGERY GROUP, LLC 401(K) PROFIT SHARING PLAN
$4.3M · 21 participants
EYE CENTER OF THE NORTH SHORE, LLC
EYE CENTER OF THE NORTH SHORE, LLC 401(K) PROFIT SHARING PLAN
$4.3M · 32 participants
UNIVERSITY FAMILY MEDICINE
UNIVERSITY FAMILY MEDICINE 401(K) PROFIT SHARING PLAN AND TRUST
$4.3M · 16 participants
STANLEY R. ASKIN, M.D.
STANLEY R. ASKIN, M.D. PROFIT SHARING PLAN
$4.3M · 2 participants
SHARPCARE MEDICAL GROUP, INC.
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.
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.
SHARPCARE MEDICAL GROUP 401(K) PLAN
$4.3M · 30 participants
SPINE WEST, A PROFESSIONAL LLC
SPINE WEST 401(K) PROFIT SHARING PLAN
$4.3M · 17 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
