DAVID WIRTA, M.D. & ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
18
Accounts w/ balance
28
Plan assets (EOY)
$845K
Net assets (EOY)
$845K
Plan health score
Top-tier plan health
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
93
Total plan cost
n/a
Plan health
80
Vendor & structure
100
Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID WIRTA, M.D. & ASSOCIATES.
Plan sponsor
Name
DAVID WIRTA, M.D. & ASSOCIATES
EIN
33-0909899
Address
520 SUPERIOR AVE. SUITE 235 · NEWPORT BEACH, CA · 92663
