· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ARNOLD D PURISCH PHD INC — ARNOLD D PURISCH PHD INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707050543NAL0003445377001
ARNOLD D PURISCH PHD INC
Form 5500-SF
FILING_RECEIVED
ARNOLD D PURISCH PHD INC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
ARNOLD D PURISCH PHD INC
.
Find decision makers
Plan sponsor
Name
ARNOLD D PURISCH PHD INC
EIN
33-0492273
Address
23046 AVENIDA DE LA CARLOTA · SUITE 600 · LAGUNA HILLS, CA · 92653
Phone
(949) 829-8141
Industry
Health Care & Social Assistance
see 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
2025-07-07
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MOUNTAIN VALLEY COUNSELING ASS
MOUNTAIN VALLEY COUNSELING ASS 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 28 participants
ZOE THERAPY SERVICES, LLC
ZOE THERAPY SERVICES 401(K) PLAN
$1.2M · 39 participants
MY PASSION 4 HEALTH, PLLC
ACKERLEY/CASLER DEFINED BENEFIT PLAN
$1.2M · 2 participants
KALEMS, LLC
IBHG/KMS 401(K) RETIREMENT PLAN
$1.1M · 31 participants
TARAL SHARMA, MD, PC
TARAL SHARMA, MD, PC DEFINED BENEFIT PLAN
$1.2M · 6 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AXIS HEALTHCARE GROUP PC
AXIS HEALTHCARE GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 44 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
