· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INFUSION4HEALTH, INC. — INFUSION4HEALTH, INC. 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611162628NAL0046489938001
INFUSION4HEALTH, INC.
Form 5500-SF
FILING_RECEIVED
INFUSION4HEALTH, INC. 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
165
Accounts w/ balance
93
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
74
/ 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
60
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
INFUSION4HEALTH, INC.
.
Find decision makers
Plan sponsor
Name
INFUSION4HEALTH, INC.
EIN
46-4870667
Address
135 SOUTH STATE COLLEGE BLVD · SUITE 350 · BREA, CA · 92821
Phone
(562) 447-4811
Industry
Outpatient Care Centers
· 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
2025-06-11
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
TOTAL IMAGE CARE, INC
TOTAL IMAGE CARE, INC RET TRUST
$2.0M · 4 participants
SEQUOIA PROFESSIONAL SERVICE
SEQUOIA PROFESSIONAL SERVICE CORPORATION EMPLOYEE 401(K) PROF
$2.0M · 29 participants
SAN FRANCISCO MEDICAL CENTER OUTPATIENT IMPROVEMENT PROGRAMS INC
SOUTH OF MARKET HEALTH CENTER 403(B) RETIREMENT PLAN
$2.0M · 71 participants
ATLANTIS HEALTH CARE GROUP OF PUERTO RICO, INC.
ATLANTIS HEALTHCARE 1165(E) SAVINGS PLAN FOR UNION EMPLOYEES
$1.9M · 429 participants
THE CROSS-OVER MINISTRY INC.
80
Knocking points off
No independent qualified public accountant (IQPA) named.
56% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE CROSS-OVER MINISTRY INC. 401(K) PLAN
$1.9M · 54 participants
SANTA CRUZ SURGERY CENTER
SANTA CRUZ SURGERY CENTER 401(K) PROFIT SHARING PLAN
$1.9M · 47 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
