Original filing (PDF)20250722104802NAL0001157587001

SOUTH COAST MANAGEMENT SERVICES

Name: SOUTH COAST MANAGEMENT SERVICES — SOUTH COAST MED SPA, Form 5500 (2024)
Creator: SOUTH COAST MANAGEMENT SERVICES

Form 5500-SF

FILING_RECEIVED

SOUTH COAST MED SPA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH COAST MANAGEMENT SERVICES.

Plan sponsor

Name

SOUTH COAST MANAGEMENT SERVICES

EIN

59-3795755all filings

Address

2901 W COAST HWY STE 150 · NEWPORT BEACH, CA · 92663

Phone

(949) 873-3483

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

2025-07-22

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 Offices of Physicians plans

MARCELO R. RIVERA, M.D., INC.

MARCELO R. RIVERA, M.D., INC. 401(K) PLAN

$136K · 2 participants

SAMB PLLC

SAMB PLLC 401K PLAN

$136K · 13 participants

FIRSTCHOICE FAMILY CARE, PLLC

FIRSTCHOICE FAMILY CARE, PLLC 401(K) PLAN

$136K · 17 participants

PACIFIC COAST HEART CENTER, A PROFESSIONAL MEDICAL CORPORATION

PACIFIC COAST HEART CENTER 401(K) PLAN

$136K · 4 participants

U VILLAGE ENDODONTICS LLC

ALLEN ENDODONTICS CASH BALANCE PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.