Original filing (PDF)20250617133819NAL0000943491001

INSTITUTE FOR SPECIALIZED MEDI

Name: INSTITUTE FOR SPECIALIZED MEDI — INSTITUTE FOR SPECIALIZED MEDI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INSTITUTE FOR SPECIALIZED MEDI

Form 5500-SF

FILING_RECEIVED

INSTITUTE FOR SPECIALIZED MEDI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR SPECIALIZED MEDI.

Plan sponsor

Name

INSTITUTE FOR SPECIALIZED MEDI

EIN

35-2301154

Address

4125 SORRENTO VALLEY BLVD STE A · SAN DIEGO, CA · 921211423

Phone

(858) 481-6126

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

2025-06-17

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

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