Original filing (PDF)20250414174016NAL0003677552001

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC.

Name: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. — SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC.

Form 5500

FILING_RECEIVED

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 36K (1% of contributions).

Helping the score

High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC..

Plan sponsor

Name

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC.

EIN

33-0100747

Address

3131 BERGER AVENUE · SUITE 200 · SAN DIEGO, CA · 92123

Phone

(858) 244-6870

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FISHER RETIREMENT SOLUTIONS	—	PLANO, TX	ADVISOR	$43K	—

Investments

2 pooled funds· $8.1M(52% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
FISHER ALL WORLD EQ COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1327741 / PN 004	Common Collective Trust	$6.7M	43.0%
FISHER U.S. FXD INC COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1333674 / PN 005	Common Collective Trust	$1.5M	9.4%

1–2 of 2

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