· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIVE OAKS SPEECH THERAPY SERVICE — FIVE OAKS SPEECH THERAPY SERVICES 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604154533NAL0007941379001
FIVE OAKS SPEECH THERAPY SERVICE
Form 5500-SF
FILING_RECEIVED
FIVE OAKS SPEECH THERAPY SERVICES 401K PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
97
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
FIVE OAKS SPEECH THERAPY SERVICE
.
Find decision makers
Plan sponsor
Name
FIVE OAKS SPEECH THERAPY SERVICE
EIN
47-4509695
Address
22365 BARTON RD STE.104 · GRAND TERRACE, CA · 92313
Phone
(909) 953-3714
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
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SMART FITNESS PHYSICAL THERAPY
SMART FITNESS PHYSICAL THERAPY 401K PS PLAN
$1.2M · 18 participants
ELITE HEALTH SERVICES 401K PROFI
ELITE HEALTH SERVICES 401K PROFIT SHARING PLAN
$1.2M · 16 participants
WORK REHAB SOLUTIONS PLC
WORK REHAB SOLUTIONS PLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 8 participants
GLENN SEGAL PHYSICAL THERAPY, P.C.
GLENN SEGAL PHYSICAL THERAPY P.C. CASH BALANCE PLAN
$1.2M · 2 participants
COPPOLA PHYSICAL THERAPY & FITNE
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COPPOLA PHYSICAL THERAPY 401(K) PLAN
$1.2M · 42 participants
SPEECH PARTNERS LLC
SPEECH PARTNERS LLC 401(K) PLAN
$1.2M · 27 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
