Original filing (PDF)20251015114424NAL0004443665001

CAPERTON FERTILITY INSTITUTE, LLC

Name: CAPERTON FERTILITY INSTITUTE, LLC — CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPERTON FERTILITY INSTITUTE, LLC

Form 5500-SF

FILING_RECEIVED

CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CAPERTON FERTILITY INSTITUTE, LLC.

Plan sponsor

Name

CAPERTON FERTILITY INSTITUTE, LLC

EIN

47-5619450

Address

6500 JEFFERSON STREET NE SUITE 250 · ALBUQUERQUE, NM · 87109

Phone

(505) 702-8020

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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