· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY — WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527143749NAL0005744529001
WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY
Form 5500-SF
FILING_RECEIVED
WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$796K
Net assets (EOY)
$796K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY
.
Find decision makers
Plan sponsor
Name
WALTZMAN PLASTIC AND RECONSTRUCTIVE SURGERY
EIN
47-3257279
Address
4251 LONG BEACH BLVD. · SUITE 102 · LONG BEACH, CA · 90807
Phone
(562) 448-6100
Industry
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
2025-05-27
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
VENTNOR PEDIATRICS INC.
VENTNOR PEDIATRICS INC. 401(K) P/S PLAN
$795K · 11 participants
SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC
SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC CASH BALANCE PLAN
$796K · 6 participants
CANINO LCSW PSYCHOTHERAPY P.C.
CANINO LCSW PSYCHOTHERAPY P.C. 401(K) PLAN
$796K · 19 participants
TERADAN CLINICAL TRIALS, LLC
TERADAN CLINICAL TRIALS, LLC CASH BALANCE PENSION PLAN
$797K · 4 participants
LAWSON ENDODONTICS, INC.
100
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.
LAWSON ENDODONTICS, INC. 401(K) RETIREMENT PLAN
$793K · 5 participants
AGE-LES-U, LLC
AGELESS U MEDSPA CASH BALANCE PLAN
$798K · 3 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
