Original filing (PDF)20250728122031NAL0003308210001

HAPY BEAR SURGERY CENTER, LLC

Name: HAPY BEAR SURGERY CENTER, LLC — RETIREMENT INCOME SECURITY PLAN-HAPY BEAR SURGERY CENTER, LLC, Form 5500 (2024)
Creator: HAPY BEAR SURGERY CENTER, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-HAPY BEAR SURGERY CENTER, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HAPY BEAR SURGERY CENTER, LLC.

Plan sponsor

Name

HAPY BEAR SURGERY CENTER, LLC

EIN

27-0462388

Address

1979 HILLMAN STREET · TULARE, CA · 93274

Phone

(559) 732-4279

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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