· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAMINI MALHOTRA, M.D., INC. — BIO-PATH MEDICAL GROUP RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707114000NAL0005288272001
KAMINI MALHOTRA, M.D., INC.
Form 5500-SF
FILING_RECEIVED
BIO-PATH MEDICAL GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
43
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
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
KAMINI MALHOTRA, M.D., INC.
.
Find decision makers
Plan sponsor
Name
KAMINI MALHOTRA, M.D., INC.
EIN
33-0791712
Address
17150 NEWHOPE ST., STE 117 · FOUNTAIN VALLEY, CA · 92708
Phone
(714) 433-1330
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MAKO MEDICAL LABORATORIES LLC
MAKO MEDICAL LABORATORIES LLC 401(K) PLAN
$8.1M · 821 participants
D'SOUZA & ASSOCIATES, INC.
D'SOUZA & ASSOC., INC 401(K) PROFIT SHARING PLAN
$8.1M · 18 participants
VIKOR SCIENTIFIC LLC
VIKOR SCIENTIFIC LLC 401(K) PLAN
$7.9M · 258 participants
ARTEMIS HEALTHCARE, INC.
ARTEMIS HEALTHCARE , INC. 401(K) PLAN
$8.2M · 103 participants
QUEST DIAGNOSTICS OF PR, INC
QUEST DIAGNOSTICS PUERTO RICO DEFINED CONTRIBUTION 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.2M · 188 participants
SUMMIT PATHOLOGY ASSOCIATES, INC.
SUMMIT PATHOLOGY ASSOCIATES, INC. 401(K) PLAN
$7.9M · 12 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
