How big is Sheri HO, M.D., PH.D., Inc.'s plan?

Sheri HO, M.D., PH.D., Inc.'s plan reported $939K in assets and 3 participants for 2024.

Original filing (PDF)20250929144350NAL0010990913001

Sheri HO, M.D., PH.D., Inc.

Name: Sheri HO, M.D., PH.D., Inc. — Sheri HO, M.D., PH.D., Form 5500 (2024)
Creator: Sheri HO, M.D., PH.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheri HO, M.D., PH.D., Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sheri HO, M.D., PH.D., Inc.'s Sheri HO, M.D., PH.D., Inc. 401(k) Profit Sharing Plan and Trust held $939K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

Plan identifiers

Sheri HO, M.D., PH.D., Inc.'s EIN is 26-0634628.

EIN 26-0634628

Plan number 001

Plan year 2024

ACK ID 20250929144350NAL0010990913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheri HO, M.D., PH.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheri HO, M.D., PH.D., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SHERI HO, M.D., PH.D., INC.

EIN

all filings

Address

15785 LAGUNA CANYON ROAD, SUITE 115 · IRVINE, CA · 92618

Phone

(949) 556-3024

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator