Original filing (PDF)20251007111054NAL0007780944001

SAN DIEGO COASTAL MEDICAL GROUP, INC.

Name: SAN DIEGO COASTAL MEDICAL GROUP, INC. — SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SAN DIEGO COASTAL MEDICAL GROUP, INC.

Form 5500

FILING_RECEIVED

SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

286

Accounts w/ balance

337

Plan assets (EOY)

$136.5M

Net assets (EOY)

$136.5M

How this plan invests

This plan

135 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (2 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO COASTAL MEDICAL GROUP, INC..

Plan sponsor

Name

SAN DIEGO COASTAL MEDICAL GROUP, INC.

DBA

SCRIPPS COASTAL MEDICAL GROUP, INC.

EIN

33-0776371

Address

10010 CAMPUS POINT DRIVE · MAIL DROP CPC 205 · SAN DIEGO, CA · 92121

Phone

(619) 278-3300

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

CONSIDINE & CONSIDINE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	TRUSTEE CUSTODIAN	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS	—	AUSTIN, TX	FINANCIAL ADVISOR	$12K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL BENEFIT SERVICES, LLC	20-3886993	—	TPA	$3K	—
MEDICAL GROUP, INC.	—	SAN DIEGO, CA	PPA TPA	$2K	—

Investments

135 direct securities· $131.9M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fid 500 Indx Mutual funds	—	—	—	$22.2M	16.3%
NW Inv Dest Mod Aggr Inst Mutual funds	—	—	—	$10.1M	7.4%
AmFds 2035 TrgtDtRtrmt R6 Mutual funds	—	—	—	$9.0M	6.6%
AmFds 2045 TrgtDtRtrmt R6 Mutual funds	—	—	—	$7.6M	5.5%
NW Fxd Sel Optn Common-collective trust	—	—	—	$5.8M	4.3%
NW Inv Dest Mod Inst Mutual funds	—	—	—	$5.8M	4.2%
Vngrd Eq Inc Adml Mutual funds	—	—	—	$5.1M	3.7%
AmFds 2030 TrgtDtRtrmt R6 Mutual funds	—	—	—	$4.9M	3.6%
AmFds 2040 TrgtDtRtrmt R6 Mutual funds	—	—	—	$4.7M	3.5%
AmFds New Econ R6 Mutual funds	—	—	—	$4.3M	3.2%
AmFds 2050 TrgtDtRtrmt R6 Mutual funds	—	—	—	$4.1M	3.0%
AmFds 2055 TrgtDtRtrmt R6 Mutual funds	—	—	—	$3.5M	2.6%
AmFds New Prspct R6 Mutual funds	—	—	—	$3.0M	2.2%
Fid SmCap Indx Mutual funds	—	—	—	$2.9M	2.1%
AmFds 2025 TrgtDtRtrmt R6 Mutual funds	—	—	—	$2.7M	2.0%
NW Inv Dest Aggr Inst Mutual funds	—	—	—	$2.6M	1.9%
Fid MdCap Indx Mutual funds	—	—	—	$2.4M	1.8%
TRowePr Hlth Scnc Mutual funds	—	—	—	$2.4M	1.7%
AmFds 2015 TrgtDtRtrmt R6 Mutual funds	—	—	—	$2.3M	1.7%
Vngrd Intl Gr Adml Mutual funds	—	—	—	$2.3M	1.6%
JPM LgCap Gr R6 Mutual funds	—	—	—	$1.8M	1.3%
DFA RealEst Sec Mutual funds	—	—	—	$1.7M	1.3%
AmCent MdCap Val R6 Mutual funds	—	—	—	$1.6M	1.2%
NW Inv Dest Mod Cnsrv Inst Mutual funds	—	—	—	$1.5M	1.1%
Vngrd Ttl StMkt Indx Fd AS Mutual funds	—	—	—	$1.4M	1.0%
PGIM Hi Yld Z Mutual funds	—	—	—	$1.3M	1.0%
Fed Hrms Gov Oblgtns Prmr Mutual funds	—	—	—	$914K	0.7%
AmFds 2060 TrgtDtRtrmt R6 Mutual funds	—	—	—	$906K	0.7%
Vngrd 500 Index Fd AS Mutual funds	—	—	—	$899K	0.7%
Vngrd Primecap Cor Inv Mutual funds	—	—	—	$821K	0.6%
NW Inv Dest Cnsrv Inst Mutual funds	—	—	—	$789K	0.6%
DFA Infl Prtct Sec Inst Mutual funds	—	—	—	$667K	0.5%
JnsHndrsn Glbl Tech N Mutual funds	—	—	—	$653K	0.5%
Fid Intl Indx Mutual funds	—	—	—	$459K	0.3%
Vngrd Sm Cap Indx Fd AS Mutual funds	—	—	—	$454K	0.3%
Ptnm SmCap Gr Y Mutual funds	—	—	—	$368K	0.3%
TIAACRF LfCycInd 2020 Inst Mutual funds	—	—	—	$365K	0.3%
Vngrd Mid-Cap Idx Fd AS Mutual funds	—	—	—	$353K	0.3%
Vngrd Ttl IntlStkIndex Adml Mutual funds	—	—	—	$349K	0.3%
Vngrd Trgt Rtrmt 2055 Mutual funds	—	—	—	$337K	0.2%
Fid US Bd Indx Mutual funds	—	—	—	$329K	0.2%
Notes receivable from participants Various maturity dates Interest rate 4.25% - 9.50% -	—	—	—	$310K	0.2%
NW Dest 2050 R6 Mutual funds	—	—	—	$289K	0.2%
Vngrd Wlsly Inc Adml Mutual funds	—	—	—	$259K	0.2%
Fid Lg Cap Gr Indx Mutual funds	—	—	—	$258K	0.2%
Vngrd Trgt Rtrmt 2040 Inv Mutual funds	—	—	—	$249K	0.2%
Vngrd Strat SmCap Eq Inv Mutual funds	—	—	—	$228K	0.2%
Vngrd Ftse Soc Indx Adml Mutual funds	—	—	—	$205K	0.2%
Vngrd Strat Eq Inv Mutual funds	—	—	—	$194K	0.1%
Vngrd Info Tech Indx Adml Mutual funds	—	—	—	$188K	0.1%
PGIM Ttl Rtn Bd R6 Mutual funds	—	—	—	$177K	0.1%
Vngrd US Gr Adml Mutual funds	—	—	—	$144K	0.1%
DFA Intl Sm Co Inst Mutual funds	—	—	—	$141K	0.1%
NW S P 500 Indx R6 Mutual funds	—	—	—	$135K	<0.1%
AmFds 2020 TrgtDtRtrmt R6 Mutual funds	—	—	—	$132K	<0.1%
DFA Intl Val Mutual funds	—	—	—	$106K	<0.1%
DFA Intl Sustbl Cor 1 Mutual funds	—	—	—	$94K	<0.1%
Vngrd Divd Gr Inv Mutual funds	—	—	—	$90K	<0.1%
JnsHndrsn Glbl Lf Scnc I Mutual funds	—	—	—	$86K	<0.1%
MSIF Inst Gr I Mutual funds	—	—	—	$84K	<0.1%
PIMCO StkPLUS Ttl Rtn Inst Mutual funds	—	—	—	$76K	<0.1%
JPM Emrg Mkt Eq R6 Mutual funds	—	—	—	$74K	<0.1%
Trowe MultSctr Bd I Mutual funds	—	—	—	$72K	<0.1%
DFA US Cor Eq I Mutual funds	—	—	—	$71K	<0.1%
AmFds Wshngtn Mut Inv R6 Mutual funds	—	—	—	$70K	<0.1%
TRowePr Blue Chip Gr Mutual funds	—	—	—	$68K	<0.1%
MSIF Glbl Oppr I Mutual funds	—	—	—	$66K	<0.1%
WR Ivy Scnc Tech Y Mutual funds	—	—	—	$66K	<0.1%
Invsco VK Comstk A Mutual funds	—	—	—	$65K	<0.1%
AB LgCap Gr I Mutual funds	—	—	—	$63K	<0.1%
MSIF Sm CO Gr I Mutual funds	—	—	—	$61K	<0.1%
GdmnScs LgCpGr Inshts Inst Mutual funds	—	—	—	$59K	<0.1%
Fed Hrms Inst HiYkdBd Inst Mutual funds	—	—	—	$58K	<0.1%
Prncpl Hi Yld Inst Mutual funds	—	—	—	$58K	<0.1%
Vngrd Hi Yld Corp Adml Mutual funds	—	—	—	$57K	<0.1%
AmFds 2065 TrgtDtRtmrt R6 Mutual funds	—	—	—	$57K	<0.1%
Vngrd Sel Val Inv Mutual funds	—	—	—	$55K	<0.1%
PIMCO StkPLAIntDlrHdg Mutual funds	—	—	—	$53K	<0.1%
AmFds Am Bal R6 Mutual funds	—	—	—	$52K	<0.1%
Fidelity Select Semiconductors Mutual funds	—	—	—	$52K	<0.1%
JPM US Eq R5 Mutual funds	—	—	—	$51K	<0.1%
Vngrd Bal Indx Adml Mutual funds	—	—	—	$51K	<0.1%
TRowePr Cap App Mutual funds	—	—	—	$50K	<0.1%
AmFds 2010 TrgtDtRtrmt R6 Mutual funds	—	—	—	$50K	<0.1%
LeggM ClrBrdg SmCap Gr I Mutual funds	—	—	—	$49K	<0.1%
FidAdv Divrs Stk A Mutual funds	—	—	—	$48K	<0.1%
RS MdCap Gr Y Mutual funds	—	—	—	$48K	<0.1%
DFA Sustnbl Cor Mutual funds	—	—	—	$46K	<0.1%
MFS Intl Val A Mutual funds	—	—	—	$46K	<0.1%
GdmnScs US Eq Insghts Inst Mutual funds	—	—	—	$46K	<0.1%
Ptnm Focs Eq Y Mutual funds	—	—	—	$46K	<0.1%
Vanguard Wellington Fd Is Mutual funds	—	—	—	$45K	<0.1%
TRowe Pr Val Mutual funds	—	—	—	$45K	<0.1%
AmBcn LgCap Val R5 Mutual funds	—	—	—	$43K	<0.1%
DFA US LgCap Val Mutual funds	—	—	—	$42K	<0.1%
Weitz Ptnrs III Oppr Inst Mutual funds	—	—	—	$41K	<0.1%
RdgWrth LgCap Val Eq I Mutual funds	—	—	—	$40K	<0.1%
NeuBer MultCap Oppr Inst Mutual funds	—	—	—	$39K	<0.1%
Vngrd Fed Mny Mkt Inv Mutual funds	—	—	—	$39K	<0.1%
AmCent Eq Gr A Mutual funds	—	—	—	$38K	<0.1%
BlkRk MdCap Gr Eq Inst Mutual funds	—	—	—	$38K	<0.1%
Legg ClrBrdg Val Tr I Mutual funds	—	—	—	$37K	<0.1%
DFA US Trgt Val Inst Mutual funds	—	—	—	$36K	<0.1%
Fid Sel Tech Mutual funds	—	—	—	$35K	<0.1%
AB Rel Val I Mutual funds	—	—	—	$35K	<0.1%
Vngrd Wndsr Inv Mutual funds	—	—	—	$34K	<0.1%
LeggM ClrBrdg Aggr Gr I Mutual funds	—	—	—	$34K	<0.1%
AmCent Dscpld Cor Val I Mutual funds	—	—	—	$32K	<0.1%
DWS Glbl Hi Inc S Mutual funds	—	—	—	$31K	<0.1%
Vngrd Val Indx Adml Mutual funds	—	—	—	$30K	<0.1%
GdmnScs Inc Bldr Inst Mutual funds	—	—	—	$30K	<0.1%
Prncpl MdCap Val I Inst Mutual funds	—	—	—	$29K	<0.1%
Fnkln Inc A Mutual funds	—	—	—	$29K	<0.1%
Harbor MdCap Val Inst Mutual funds	—	—	—	$28K	<0.1%
DFA US SmCap Inst Mutual funds	—	—	—	$27K	<0.1%
Frost Ttl Rtn Bd Inv Mutual funds	—	—	—	$26K	<0.1%
Virtus KAR SmCap Gr Mutual funds	—	—	—	$21K	<0.1%
As Prec Mtls Mutual funds	—	—	—	$20K	<0.1%
Vngrd Realest Indx Adml Mutual funds	—	—	—	$19K	<0.1%
Rydexsgi NASDAQ 100 2X Strath Mutual funds	—	—	—	$19K	<0.1%
Fid Govt MnyMkt K6 Mutual funds	—	—	—	$14K	<0.1%
Vngrd Ttl Bnd Mkt Mutual funds	—	—	—	$14K	<0.1%
Baron Ptnrs Inst Mutual funds	—	—	—	$13K	<0.1%
Rydexsgi S P 500 2X Strath Mutual funds	—	—	—	$12K	<0.1%
Vngrd Ttl Intl Bd Mutual funds	—	—	—	$12K	<0.1%
Vanguard Infl - Prot Secs Is Mutual funds	—	—	—	$12K	<0.1%
FidAdv Util I Mutual funds	—	—	—	$10K	<0.1%
DWS Ltn Am Eq S Mutual funds	—	—	—	$8K	<0.1%
FidAdv Intl Realest Inst Mutual funds	—	—	—	$8K	<0.1%
Vngrd HiDivd Yld Indx Adml Mutual funds	—	—	—	$7K	<0.1%
Natixis AlphSmplMdFrStrt Mutual funds	—	—	—	$7K	<0.1%
Fnkln SmCap Val Adv Mutual funds	—	—	—	$6K	<0.1%
FidAdv Focs Emrg Mkt Z Mutual funds	—	—	—	$4K	<0.1%
Lazard Glbl ListdInfr Inst Mutual funds	—	—	—	$3K	<0.1%
DFA Glbl Eq Inst Mutual funds	—	—	—	$1K	<0.1%