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STANISLAUS ORTHOPAEDIC AND SPORTS MEDICINE CLINIC — STANISLAUS ORTHOPAEDIC RETIREMENT 401K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010144117NAL0007889473001
STANISLAUS ORTHOPAEDIC AND SPORTS MEDICINE CLINIC
Form 5500-SF
FILING_RECEIVED
STANISLAUS ORTHOPAEDIC RETIREMENT 401K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
39
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STANISLAUS ORTHOPAEDIC AND SPORTS MEDICINE CLINIC
.
Find decision makers
Plan sponsor
Name
STANISLAUS ORTHOPAEDIC AND SPORTS MEDICINE CLINIC
EIN
77-0299318
Address
609 E. ORANGEBURG AVE · SUITE 201 · MODESTO, CA · 953505512
Phone
(209) 338-5931
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
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$2.6M · 7 participants
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LICKING VALLEY INTERNAL MEDICINE & PEDIATRICS, P.S.C. 401(K) PLAN
$2.6M · 18 participants
PRIMA CENTER FOR PLASTIC SURGERY, PC
PRIMA CENTER FOR PLASTIC SURGERY, PC 401(K) PROFIT SHARING PLAN
$2.6M · 12 participants
FLINT CHILDREN'S CENTER, P.C.
FLINT CHILDREN'S CENTER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$2.6M · 12 participants
JEROME H. HOROWITZ, M.D., P.C.
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TORRESDALE PEDIATRICS 401K PLAN
$2.6M · 11 participants
ACCIDENT CARE AND TREATMENT CENTER
ACCIDENT CARE AND TREATMENT CENTER, INC. 401(K) PLAN
$2.6M · 36 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
