How big is Beach Cities Orthopedic's plan?

Beach Cities Orthopedic's plan reported $2.9M in assets and 119 participants for 2024.

Original filing (PDF)20251013124125NAL0000611603001

Beach Cities Orthopedic

Name: Beach Cities Orthopedic — Beach Cities Orthopedic, Form 5500 (2024)
Creator: Beach Cities Orthopedic
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Beach Cities Orthopedic 401(k) Profit Sharing Plan

401(k) retirement plan · Beach Cities Orthopedic's Beach Cities Orthopedic 401(k) Profit Sharing Plan held $2.9M in plan assets for 119 participants in 2024.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bond14% employer stockNo recordkeeper disclosed

Active participants

119

Accounts w/ balance

224

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Beach Cities Orthopedic's EIN is 26-3261790.

EIN 26-3261790

Plan number 001

Plan year 2024

ACK ID 20251013124125NAL0000611603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beach Cities Orthopedic from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beach Cities Orthopedic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEACH CITIES ORTHOPEDIC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (1% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BEACH CITIES ORTHOPEDIC

EIN

all filings

Address

400 S. SEPULVEDA BLVD., SUITE 200 · MANHATTAN BEACH, CA · 90266

Phone

(310) 546-3461

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-13

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

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities· $2.7M(91% of reported assets)

Other securities

$1.7M

17 holdings

Mutual Funds

$579K

14 holdings

Common Stocks

$379K

1 holding

					% of plan
The Growth Fund Of America	Other securities	—	—	$649K	22.0%
American Funds U.S. Government Money Market	Mutual Funds	—	—	$424K	14.4%
The Investment Company of America	Common Stocks	—	—	$379K	12.9%
Smallcap World Fund	Other securities	—	—	$173K	5.9%
American Mutual Fund	Other securities	—	—	$127K	4.3%
Capital World Bond Fund	Other securities	—	—	$119K	4.1%
New Perspective Fund	Other securities	—	—	$103K	3.5%
Fundamental Investors	Other securities	—	—	$95K	3.2%
Capital World Growth and Income	Other securities	—	—	$93K	3.2%
American Balanced Fund	Other securities	—	—	$91K	3.1%
U.S. Government Securities Fund	Other securities	—	—	$82K	2.8%
American Funds 2020 Target Date	Mutual Funds	—	—	$69K	2.3%
The New Economy Fund	Other securities	—	—	$52K	1.7%
Europacific Growth Fund	Other securities	—	—	$51K	1.7%
New World Fund	Other securities	—	—	$35K	1.2%
The Bond Fund of America	Other securities	—	—	$19K	0.6%
Capital Income Builder	Other securities	—	—	$18K	0.6%
American Funds 2030 Target Date	Mutual Funds	—	—	$16K	0.5%
The Income Fund of America	Other securities	—	—	$16K	0.5%
American Funds 2045 Target Date	Mutual Funds	—	—	$15K	0.5%
American Funds 2025 Target Date	Mutual Funds	—	—	$13K	0.4%
American Funds 2035 Target Date	Mutual Funds	—	—	$12K	0.4%
American Funds 2040 Target Date	Mutual Funds	—	—	$12K	0.4%
Notes receivable from participants	Other securities	—	—	$7K	0.2%
American Funds 2055 Target Date	Mutual Funds	—	—	$7K	0.2%
American Funds 2050 Target Date	Mutual Funds	—	—	$7K	0.2%
American High Income Trust	Other securities	—	—	$4K	0.1%
American Funds 2060 Target Date	Mutual Funds	—	—	$3K	<0.1%
American Funds 2065 Target Date	Mutual Funds	—	—	$648	<0.1%
American Funds 2070 Target Date	Mutual Funds	—	—	$426	<0.1%
American Funds 2010 Target Date	Mutual Funds	—	—	$297	<0.1%
American Funds 2015 Target Date	Mutual Funds	—	—	$1	<0.1%