Original filing (PDF)20251009174103NAL0003791523001

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION

Name: OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION — OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION

Form 5500-SF

FILING_RECEIVED

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION.

Plan sponsor

Name

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION

EIN

47-1394712

Address

18250 ROSCOE BLVD. SUITE 220 · NORTHRIDGE, CA · 91325

Phone

(805) 379-9696

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

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