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HARBOR COMMUNITY CLINIC — 403(B) THRIFT PLAN OF HARBOR COMMUNITY CLINIC, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250214182102NAL0041809760001
HARBOR COMMUNITY CLINIC
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF HARBOR COMMUNITY CLINIC
401(k) retirement plan
Active participants
107
Accounts w/ balance
149
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
86
/ 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
90
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
HARBOR COMMUNITY CLINIC
.
Find decision makers
Plan sponsor
Name
HARBOR COMMUNITY CLINIC
EIN
23-7103245
Address
593 W 6TH ST · SAN PEDRO, CA · 907312521
Phone
(310) 547-0202
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-02-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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BLUE CIRCLE HEALTH INC
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SASS MSO LLC
SASS MSO LLC 401(K) PROFIT SHARING PLAN & TRUST
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MEDICAL CLINIC OF SEALY
MEDICAL CLINIC OF SEALY 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 27 participants
CROSS TIMBERS HEALTH CLINICS,
403(B) THRIFT PLAN FOR EMPLOYEES OF CROSS TIMBERS HEALTH CLINICS, INC.
$2.6M · 121 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
