Original filing (PDF)20250603133021NAL0010258129001

BRETT V CURTIS MD A PROFESSIONAL

Name: BRETT V CURTIS MD A PROFESSIONAL — BRETT V CURTIS MD 401K PLAN, Form 5500 (2024)
Creator: BRETT V CURTIS MD A PROFESSIONAL

Form 5500-SF

FILING_RECEIVED

BRETT V CURTIS MD 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan health score

Top-tier plan health

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRETT V CURTIS MD A PROFESSIONAL.

Plan sponsor

Name

BRETT V CURTIS MD A PROFESSIONAL

EIN

68-0469544

Address

411 3RD ST · SAN RAFAEL, CA · 94901

Phone

(415) 924-4525

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

2025-06-03

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DAMERON MEDICAL GROUP INC

$464K · 7 participants

GALLERIA DENTAL ARTS

GALLERIA DENTAL ARTS 401(K) PLAN

$464K · 8 participants

ROBERT D. TAGUE, M. D. , P. C.

ROBERT D. TAGUE, M.D., P.C. RETIREMENT PLAN

$464K · 4 participants

GARTNER PLASTIC SURGERY & LASER CENTER

GARTNER PLASTIC SURGERY & LASER CENTER 401(K) PLAN

$464K · 3 participants

DEROSA FACIAL PLASTIC SURGERY, P.C.

DEROSA FACIAL PLASTIC SURGERY, P.C. 401(K) PLAN

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