Original filing (PDF)20251013142826NAL0000710019001

ROBERT HARF ORTHOPEDICS PC

Name: ROBERT HARF ORTHOPEDICS PC — ROBERT HARF ORTHOPEDICS PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT HARF ORTHOPEDICS PC

Form 5500-SF

FILING_RECEIVED

ROBERT HARF ORTHOPEDICS PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ROBERT HARF ORTHOPEDICS PC.

Plan sponsor

Name

ROBERT HARF ORTHOPEDICS PC

EIN

68-0454148

Address

181 ANDRIEUX SUITE 111 · SONOMA, CA · 954760000

Phone

(707) 889-1721

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BOYNE COUNTRY URGENT CARE PC

UP NORTH MEDICAL CENTER RETIREMENT PLAN

$1.9M · 9 participants

SUNBURST ANIMAL HOSPITAL LLC

SUNBURST ANIMAL HOSPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 21 participants

GREENWICH VILLAGE OBGYN P.C.

GREENWICH VILLAGE OBGYN 401(K) PROFIT SHARING PLAN

$1.9M · 4 participants

THE DOCTORS CLINIC OF SPOKANE, PS

THE DOCTORS' CLINIC OF SPOKANE, PS PROFIT SHARING PLAN

$1.9M · 27 participants

REY-MONROY, M.D., INC.