How big is Bolsa Medical Group's plan?

Bolsa Medical Group's plan reported $13.9M in assets and 122 participants for 2024.

Original filing (PDF)20250627162125NAL0009548273001

Bolsa Medical Group

Name: Bolsa Medical Group — Bolsa Medical Group Retirement, Form 5500 (2024)
Creator: Bolsa Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolsa Medical Group Retirement

401(k) retirement plan · Bolsa Medical Group's Bolsa Medical Group Retirement held $13.9M in plan assets for 122 participants in 2024.

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

109

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

People on this filing

Caroline PHAM signed Bolsa Medical Group's 2024 Form 5500 as plan administrator.

Caroline PHAM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bolsa Medical Group's EIN is 33-0610575.

EIN 33-0610575

Plan number 001

Plan year 2024

ACK ID 20250627162125NAL0009548273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bolsa Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bolsa Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLSA MEDICAL GROUP.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score