How big is Conejo Orthopaedic and Spine Institute, Inc.'s plan?

Conejo Orthopaedic and Spine Institute, Inc.'s plan reported $971K in assets and 6 participants for 2024.

Original filing (PDF)20251014183534NAL0003580225001

Conejo Orthopaedic and Spine Institute, Inc.

Name: Conejo Orthopaedic and Spine Institute, Inc. — Form 5500 Plan 001 (2024)
Creator: Conejo Orthopaedic and Spine Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conejo Orthopaedic and Spine Institute, Inc. 401(k) Plan

401(k) retirement plan · Conejo Orthopaedic and Spine Institute, Inc.'s Conejo Orthopaedic and Spine Institute, Inc. 401(k) Plan held $971K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

Plan identifiers

Conejo Orthopaedic and Spine Institute, Inc.'s EIN is 27-2411018.

EIN 27-2411018

Plan number 001

Plan year 2024

ACK ID 20251014183534NAL0003580225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conejo Orthopaedic and Spine Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conejo Orthopaedic and Spine Institute, 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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CONEJO ORTHOPAEDIC AND SPINE INSTITUTE, INC.

EIN

all filings

Address

250 LOMBARD STREET, SUITE 1 · THOUSAND OAKS, CA · 91360

Phone

(805) 495-3687

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator