How big is David Rodriguez, M.D., Inc.'s plan?

David Rodriguez, M.D., Inc.'s plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250609113251NAL0013985857001

David Rodriguez, M.D., Inc.

Name: David Rodriguez, M.D., Inc. — David Rodriguez, MD, Form 5500 (2024)
Creator: David Rodriguez, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Rodriguez, MD Inc. 401(k) Plan & Trust

401(k) retirement plan · David Rodriguez, M.D., Inc.'s David Rodriguez, MD Inc. 401(k) Plan & Trust held $2.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

David Rodriguez, M.D., Inc.'s EIN is 26-0709596.

EIN 26-0709596

Plan number 001

Plan year 2024

ACK ID 20250609113251NAL0013985857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David Rodriguez, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DAVID RODRIGUEZ, M.D., INC.

EIN

all filings

Address

520 46TH STREET · SACRAMENTO, CA · 95819

Phone

(916) 451-2888

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator