Original filing (PDF)20251007132800NAL0004632801001

ORANGE COUNTY HEART INSTITUTE & RESEARCH CNTR A MEDICAL GROUP

Name: ORANGE COUNTY HEART INSTITUTE & RESEARCH CNTR A MEDICAL GROUP — ORANGE COUNTY HEART INSTITUTE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORANGE COUNTY HEART INSTITUTE & RESEARCH CNTR A MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

ORANGE COUNTY HEART INSTITUTE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE COUNTY HEART INSTITUTE & RESEARCH CNTR A MEDICAL GROUP.

Plan sponsor

Name

ORANGE COUNTY HEART INSTITUTE & RESEARCH CNTR A MEDICAL GROUP

EIN

33-0585420

Address

1140 WEST LA VETA AVE, STE 640 · ORANGE, CA · 92668

Phone

(714) 564-3327

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-07

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

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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