· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY — UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013131331NAL0000638451001
UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY
Form 5500-SF
FILING_RECEIVED
UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY
.
Find decision makers
Plan sponsor
Name
UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY
EIN
33-0357152
Address
1400 NORTH HARBOR BLVD, SUITE 300 · FULLERTON, CA · 92835
Phone
(714) 870-5970
Industry
Offices of Physicians
· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
EAST COAST ADVANCED PLASTIC SURGERY LLC
EAST COAST ADVANCED PLASTIC SURGERY LLC 401(K) PROFIT SHARING PLAN
$5.1M · 36 participants
RAPEPORT MEDICAL CORPORATION
RAPEPORT MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
$5.1M · 3 participants
JOHN F. GUARINO, M.D., P.A.
JOHN F. GUARINO, M.D., P.A. 401(K) PLAN & TRUST
$5.1M · 11 participants
EIGHTY NINE HOLDING COMPANY LLC
EIGHTY NINE HOLDING COMPANY LLC 401(K) PLAN
$5.1M · 33 participants
MOUNTAIN LAUREL SURGERY CENTER, LLC
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.
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MOUNTAIN LAUREL SURGERY CENTER, LLC ROTH SH 401-K PSP
$5.1M · 26 participants
FIDUCIARY WISE LLC FBO WOODCREEK PROVIDER SERVICES, LLC
THE OPEN 401K MEP FIDUCIARY WISE LLC
$5.1M · 118 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