· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHOICE VETERINARY CARE — CHOICE VETERINARY CARE CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240923183018NAL0011759889001
CHOICE VETERINARY CARE
Form 5500-SF
FILING_RECEIVED
CHOICE VETERINARY CARE CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
87
/ 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
CHOICE VETERINARY CARE
.
Find decision makers
Plan sponsor
Name
CHOICE VETERINARY CARE
EIN
27-4551842
Address
419 BAYSIDE DRIVE, UNIT K4 · NEWPORT BEACH, CA · 92660
Phone
(310) 567-3579
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-23
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Health Care & Social Assistance plans
MIDSTATE GASTROENTEROLOGY SPECIALISTS, P.C. CB
MIDSTATE GASTROENTEROLOGY SPECIALISTS, P.C. 401(K) PLAN
$1.6M · 17 participants
O SKIN CARE LLC
O SKIN CARE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 34 participants
ADAM J. SCHNEIDER, M.D., P.C.
ADAM J. SCHNEIDER, M.D., P.C. RETIREMENT PLAN
$1.6M · 3 participants
UPPER HAND ORTHOPAEDICS, PC
UPPER HAND ORTHOPAEDICS, PC 401(K) PLAN
$1.6M · 12 participants
HAYES VALLEY MEDICAL AND ESTHETI
90
Knocking points off
No active participants reported but plan still holds assets.
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.
HAYES VALLEY MEDICAL AND ESTHETICS 401(K) PLAN
$1.6M · 23 participants
EMERALD HOLDINGS GEORGIA, LLC
AYA MEDICAL SPA 401(K) PLAN
$1.6M · 40 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
