How big is Central Valley Community Medical Imaging's plan?

Central Valley Community Medical Imaging's plan reported $77.5M in assets and 197 participants for 2024.

Original filing (PDF)20251015142941NAL0002453571001

Central Valley Community Medical Imaging

Name: Central Valley Community Medical Imaging — Form 5500 Plan 002 (2024)
Creator: Central Valley Community Medical Imaging
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Medical Imaging 401(k) Profit Sharing Plan

401(k) retirement plan · Central Valley Community Medical Imaging's Community Medical Imaging 401(k) Profit Sharing Plan held $77.5M in plan assets for 197 participants in 2024, with Schwab as recordkeeper.

Signals · 1

High average account balance

Active participants

197

Accounts w/ balance

268

Plan assets (EOY)

$77.5M

Net assets (EOY)

$77.5M

Plan identifiers

Central Valley Community Medical Imaging's EIN is 77-0078751.

EIN 77-0078751

Plan number 002

Plan year 2024

ACK ID 20251015142941NAL0002453571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Valley Community Medical Imaging from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Valley Community Medical Imaging's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL VALLEY COMMUNITY MEDICAL IMAGING.

Finding similar companies…

How this plan invests

This plan

231 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

CENTRAL VALLEY COMMUNITY MEDICAL IMAGING

EIN

all filings

Address

1867 E. FIR AVENUE, #104 · FRESNO, CA · 93720

Phone

(559) 325-5871

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	RECORDKEEPER	$181K	—
SPECTRUM PENSION CONSULTANTS	91-1035498	—	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WHELAN FINANCIAL	26-0262268

Investments

231 direct securities· $75.4M(97% of reported assets)

Mutual Funds

$37.9M

55 holdings

Common Collective Trusts

$15.7M

9 holdings

Other securities

$14.1M

71 holdings

Common Stocks

$2.9M

88 holdings

Agency / Mortgage-Backed

$2.8M

3 holdings

Cash / Money Market

$2.0M

2 holdings

U.S. Treasuries

$158K

3 holdings

					% of plan
Schwab S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.0M	7.7%
Schwab S&P 500 Index Fund - Select S	Common Collective Trusts	—	—	$4.7M	6.1%
Invesco Nasdaq 100 Etf	Mutual Funds	—	—	$3.8M	4.9%
Schwab Us Dividend Equity Etf	Mutual Funds	—	—	$3.3M	4.2%
Invesco Nasdaq 100 ETF	Mutual Funds	—	—	$3.1M	4.1%
American Fd New Perspective Fd Cl R5	Other securities	—	—	$2.8M	3.6%
Goldman Sachs GQG Prt Intl Opty Inst	Other securities	—	—	$2.6M	3.3%
Vanguard Small Cap Etf	Mutual Funds	—	—	$2.4M	3.1%
Vanguard Real Estate Etf	Mutual Funds	—	—	$2.1M	2.7%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$2.0M	2.6%
Schwab US Dividend Equity ETF	Mutual Funds	—	—	$2.0M	2.6%
Cash and Money Market Cash	Cash / Money Market	—	—	$2.0M	2.5%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$1.9M	2.4%
Schwab 1000 Index Fund	Common Collective Trusts	—	—	$1.7M	2.2%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.5M	1.9%
Goldman Sachs GQG PTNRS INTL Opps R6	Other securities	—	—	$1.4M	1.9%
Vanguard GNMA Adm Mutual Fund	Agency / Mortgage-Backed	—	—	$1.4M	1.8%
Vanguard Gnma Fund Admiral Shrs	Agency / Mortgage-Backed	—	—	$1.4M	1.8%
Vanguard Interm-Term Treasury Adm Mutual Fund	Mutual Funds	—	—	$1.3M	1.7%
T Rowe Price Mid Cap Gwth Fd I	Mutual Funds	—	—	$1.2M	1.6%
Vanguard Real Estate Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.5%
Vanguard Short Term Cor Bd Etf	Mutual Funds	—	—	$1.2M	1.5%
Vanguard Total Bond Market Etf	Mutual Funds	—	—	$1.2M	1.5%
Vanguard Short-Term Corp Bd Idx Admiral Mutual Fund	Common Collective Trusts	—	—	$1.1M	1.4%
Pimco Total Return Fund Instl Class	Mutual Funds	—	—	$1.1M	1.4%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$1.0M	1.3%
Blackrock Strat Glbl Bd Fd Inst	Other securities	—	—	$1.0M	1.3%
Blackrock Strat Global BD FD Inst	Other securities	—	—	$990K	1.3%
PIMCO Total Return Insti Mutual Fund	Mutual Funds	—	—	$971K	1.3%
Vanguard Intrmdiat Trm Trsry Etf	Mutual Funds	—	—	$877K	1.1%
T Rowe Price Mid Cap Gwth Fd I Mutual Fund	Mutual Funds	—	—	$866K	1.1%
Schwab Value Advantage Money Fund	Mutual Funds	—	—	$784K	1.0%
Vanguard Small Cap I	Mutual Funds	—	—	$726K	0.9%
SCH TREAS Obligation MMF Investor SH	Other securities	—	—	$489K	0.6%
Schwab US Trsy Money Inv	Mutual Funds	—	—	$465K	0.6%
Vanguard Mid Cap Index Fund Admiral	Common Collective Trusts	—	—	$436K	0.6%
Vanguard S&P 500 Etf	Common Collective Trusts	—	—	$424K	0.5%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$421K	0.5%
Schwab Us Aggregate Bond Index Fd	Mutual Funds	—	—	$401K	0.5%
Vanguard Interm Term Trsy Fd Adm Cl	Mutual Funds	—	—	$394K	0.5%
Vanguard Mid Cap Etf	Mutual Funds	—	—	$390K	0.5%
Amazon COM INC	Common Stocks	—	—	$382K	0.5%
Harbor Capital Appr Fd Investor Cl	Other securities	—	—	$379K	0.5%
Doubleline Total Return Bd Fd Cl N	Other securities	—	—	$355K	0.5%
Diamond Hill Large Cap A	Other securities	—	—	$354K	0.5%
Baird Aggregate Bond Inv	Other securities	—	—	$350K	0.5%
Schwab Us Broad Market Etf	Mutual Funds	—	—	$337K	0.4%
Apple INC	Common Stocks	—	—	$334K	0.4%
Costco WHSL Corp New	Common Stocks	—	—	$330K	0.4%
Marsico Focus Fund	Other securities	—	—	$284K	0.4%