· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FONEMED, LLC — FONEMED, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013165210NAL0003635778001
FONEMED, LLC
Form 5500-SF
FILING_RECEIVED
FONEMED, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
65
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
FONEMED, LLC
.
Find decision makers
Plan sponsor
Name
FONEMED, LLC
EIN
48-1185094
Address
1 CROSBIE PLACE · 3 LINCOLN DRIVE · VENTURA, CA · 93001
Phone
(709) 700-4753
Industry
Health Care & Social Assistance
see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
BODY & BRAIN YOGA AND HEALTH CENTERS, INC.
BODY & BRAIN YOGA AND HEALTH CENTERS, INC. 401K PLAN AND TRUST
$1.1M · 181 participants
BUTTERWICK MEDICAL PC
BUTTERWICK MEDICAL PC 401(K) PLAN
$1.1M · 6 participants
MIDWEST MEDICAL CARE
MIDWEST MEDICAL CARE 401(K) PLAN
$1.1M · 4 participants
ZULFIQAR AHMED M.D., A PROFESSIONAL CORPORATION
ZULFIQAR AHMED M.D., A PROFESSIONAL CORPORATION 401K PLAN
$1.1M · 4 participants
DYM PLASTIC SURGERY, PC
MAMAN PLASTIC SURGERY CASH BALANCE PENSION PLAN
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.
$1.1M · 2 participants
HORIZON ORTHOTIC & PROSTHETIC EXPERIENCE
HOPE RETIREMENT PLAN
$1.1M · 33 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
