OAKS SURGERY CENTER LP THE OAK 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
94
Accounts w/ balance
80
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
24
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
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 OAKS SURGERY CENTER LP THE OAK.
Plan sponsor
Name
OAKS SURGERY CENTER LP THE OAK
EIN
75-3019861
Address
40960 CALIFORNIA OAKS RD PMB 275 · MURRIETA, CA · 925625747
Phone
(951) 304-2200
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
