· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPECTRUM CARE AND WELLNESS — SPECTRUM CARE AND WELLNESS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013113759NAL0002693234001
SPECTRUM CARE AND WELLNESS
Form 5500-SF
FILING_RECEIVED
SPECTRUM CARE AND WELLNESS 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPECTRUM CARE AND WELLNESS
.
Find decision makers
Plan sponsor
Name
SPECTRUM CARE AND WELLNESS
EIN
27-0511905
Address
255 E ORANGE GROVE AVE SUITE A · BURBANK, CA · 91502
Phone
(818) 259-4006
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ROBERT FREDERICK NOONAN,JR. M.C. P.A. DBA CLARKSVILLE FMC
CLARKSVILLE FAMILY MEDICAL CENTER 401(K) PLAN
$1.4M · 14 participants
NEEL R. PATEL, M.D., PLC
NEEL R. PATEL, M.D. PLC CASH BALANCE PLAN
$1.4M · 3 participants
RAMIN SAMADI M.D., INC.
RAMIN SAMADI M.D., INC. DEFINED BENEFIT PLAN
$1.4M · 7 participants
ROBERTSON PLASTIC SURGERY LLC
ROBERTSON PLASTIC SURGERY LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 26 participants
ADVANCED HEMATOLOGY ONCOLOGY, PLLC
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADVANCED HEMATOLOGY ONCOLOGY PLLC 401(K) PROFIT SHARING PLAN
$1.4M · 11 participants
JOSE G. DONES, M.D., P.A.
JOSE G. DONES, M.D., P.A. CASH BALANCE PLAN
$1.4M · 14 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
