Back to filter
Original filing (PDF)20250514082058NAL0014023683001
FUNCTION FOR LIFE PHYSICAL THE
Form 5500-SF
FILING_RECEIVED
FUNCTION FOR LIFE PHYSICAL THE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
32
Accounts w/ balance
40
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUNCTION FOR LIFE PHYSICAL THE.
Plan sponsor
Name
FUNCTION FOR LIFE PHYSICAL THE
EIN
27-3298502
Address
2719 LOKER AVE W STE A · CARLSBAD, CA · 920106679
Phone
(760) 230-2316
Industry
Outpatient Care Centers· Health Care & Social Assistancesee 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
2025-05-14
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Outpatient Care Centers plans
CHANNEL MARKER, INC.
CHANNEL MARKER, INC 401(K) PLAN
$1.3M · 53 participants
THE ACHIEVABLE FOUNDATION
THE ACHIEVABLE FOUNDATION 403(B) PLAN
$1.3M · 35 participants
ADVANCED CARDIOVASCULAR CARE
ADVANCED CARDIOVASCULAR CARE 401(K) PROFIT SHARING PLAN
$1.3M · 5 participants
SOUND HEALTH IMAGING, INC.
SOUND HEALTH IMAGING, INC. RETIREMENT PLAN
$1.3M
BIRMINGHAM MINIMALLY INVASIVE SURGEY, PC
BIRMINGHAM MINIMALLY INVASIVE 401(K) PROFIT SHARING PLAN
$1.3M · 8 participants
VISION 2000, INC.
VISION 2000 401(K) PLAN
$1.3M · 21 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