Back to filter
Original filing (PDF)20251202005643NAL0010945185001
ADITYA VERMA, M.D., INC.
Form 5500-SF
FILING_RECEIVED
ADITYA VERMA, M.D., INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 0.5 mo
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
88
/ 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
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADITYA VERMA, M.D., INC..
Plan sponsor
Name
ADITYA VERMA, M.D., INC.
EIN
47-1155978
Address
5448 W. DE LAS ROBLES · VISALIA, CA · 93277
Phone
(559) 624-0800
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
NEW ENGLAND FOOT & ANKLE, P.C.
NEW ENGLAND FOOT & ANKLE PROFIT SHARING PLAN
$2.5M · 12 participants
AMERICAN INSTITUTE FOR PLASTIC SURGERY, L.L.P.
AMERICAN INSTITUTE FOR PLASTIC SURGERY, L.L.P. 401(K) PLAN
$2.5M · 48 participants
UNIONTOWN MEDICAL REHABILITATION P.C.
UNIONTOWN MEDICAL REHABILITATION P.C. DEFINED PENSION PLAN
$2.5M · 4 participants
FOCUS EYE GROUP PC
FOCUS EYE GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 30 participants
SOUTHERN CRESCENT NEPHROLOGY, PC
SOUTHERN CRESCENT 401(K) PLAN
$2.5M · 6 participants
UPTOWN PROVIDERS PC
UPTOWN PROVIDERS PC 401(K) PLAN
$2.5M · 76 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