· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAWRENCE D. SHER, M.D., INC. — LAWRENCE D. SHER, M.D., INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923171911NAL0006686641001
LAWRENCE D. SHER, M.D., INC.
Form 5500-SF
FILING_RECEIVED
LAWRENCE D. SHER, M.D., INC. 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
68
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
LAWRENCE D. SHER, M.D., INC.
.
Find decision makers
Plan sponsor
Name
LAWRENCE D. SHER, M.D., INC.
EIN
33-0590605
Address
550 DEEP VALLEY DRIVE, SUITE 319 · ROLLING HILLS, CA · 90274
Phone
(310) 265-1623
Industry
Offices of Physicians
· 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
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
HORMAZD SANJANA M.D., P.A.
CASTLE HILLS FAMILY PRACTICE DEFINED BENEFIT PLAN
$2.2M · 16 participants
NANCY LANDRY PLLC
SOMERVILLE FAMILY PRACTICE 401(K) PLAN
$2.2M · 9 participants
THE ARTHRITIS CLINIC
THE ARTHRITIS CLINIC CASH BALANCE PLAN
$2.2M · 4 participants
MONARCH HEALTHCARE, PLLC
MONARCH HEALTHCARE, PLLC 401(K) PLAN
$2.2M · 52 participants
IMAN MIKHAIL, M.D., INC
IMAN MIKHAIL, M.D. DEFINED BENEFIT PENSION PLAN
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 1 participants
UROGYNECOLOGY OF SAN ANTONIO PLLC
UROGYNECOLOGY OF SAN ANTONIO PLLC 401(K) PLAN
$2.2M · 16 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
