· 2022–2024 · DOL EFAST2

ROSE AVENUE FAMILY MEDICAL GROUP, A.P.C. — ROSE FAMILY MEDICAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250701173423NAL0006895411001

ROSE AVENUE FAMILY MEDICAL GROUP, A.P.C.

Form 5500-SF

FILING_RECEIVED

ROSE FAMILY MEDICAL 401(K) PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

16

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

86

/ 100

Grade A

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

50

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSE AVENUE FAMILY MEDICAL GROUP, A.P.C..

Plan sponsor

Name

ROSE AVENUE FAMILY MEDICAL GROUP, A.P.C.

EIN

77-0296877

Address

451 N. GONZALES RD · OXNARD, CA · 93030

Phone

(805) 988-1443

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

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

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

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