· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DENNIS B. GREENBERGER, PH.D., INC. — DENNIS B. GREENBERGER, PH.D., INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250907200033NAL0011879219001
DENNIS B. GREENBERGER, PH.D., INC.
Form 5500-SF
FILING_RECEIVED
DENNIS B. GREENBERGER, PH.D., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
DENNIS B. GREENBERGER, PH.D., INC.
.
Find decision makers
Plan sponsor
Name
DENNIS B. GREENBERGER, PH.D., INC.
EIN
33-0123431
Address
1500 QUAIL STREET, STE 250 · NEWPORT BEACH, CA · 92660
Phone
(949) 222-2848
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY
EMPLOYEE BENEFIT PLAN OF COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY
$4.1M · 39 participants
ADVANCED MEDICAL PSYCHIATRIC SERVICES, INC.
ADVANCED MEDICAL PSYCHIATRIC SERVICES, INC. DEFINED BENEFIT PENSION PLAN
$4.1M · 3 participants
DOMINION CARE DAY TREATMENT, LLC
DOMINION CARE DAY TREATMENT 401(K) PLAN
$4.1M · 314 participants
COMPREHENSIVE PSYCHIATRIC SERVICES
CPS 401(K) PLAN & TRUST
$4.1M · 55 participants
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.
RAMESH K THAPAR MD PA
RAMESH K THAPAR MD PA DEFINED BENEFIT PLAN AND TRUST
$4.2M · 3 participants
CALIFORNIA NEUROPSYCHOPHARMACOLOGY CLINICAL RESEARCH INSTITUTE-SD, LLC
CNRI-SAN DIEGO, LLC 401(K) RETIREMENT SAVINGS PLAN
$4.2M · 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