Original filing (PDF)20250724170200NAL0007637024002

BETTINA FRANZ, MD, PHD, 401K

Name: BETTINA FRANZ, MD, PHD, 401K — Form 5500 (2024)
Creator: BETTINA FRANZ, MD, PHD, 401K

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 BETTINA FRANZ, MD, PHD, 401K.

Plan sponsor

Name

BETTINA FRANZ, MD, PHD, 401K

DBA

BETTINA FRANZ

EIN

20-8588122

Address

6B LIBERTY 110 · ALISO VIEJO, CA · 92656

Phone

(949) 680-2700

Industry

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

2025-07-24

Pension benefit codes

1E · Section 401(h) arrangement

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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