Original filing (PDF)20240606163544NAL0022622817001

BAY AREA INFECTIONS DISEASES ASS

Name: BAY AREA INFECTIONS DISEASES ASS — BAY AREA IDA 401(K) PLAN, Form 5500 (2023)
Creator: BAY AREA INFECTIONS DISEASES ASS

Form 5500-SF

FILING_RECEIVED

BAY AREA IDA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BAY AREA INFECTIONS DISEASES ASS.

Plan sponsor

Name

BAY AREA INFECTIONS DISEASES ASS

EIN

76-0588954

Address

6319 FAIRMONT PKWY · SUITE 201 · PASADENA, TX · 77505

Phone

(281) 991-7999

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-06

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

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