Back to filter
Original filing (PDF)20250728170555NAL0003407648001
VISHVA DEV MD INC
Form 5500-SF
FILING_RECEIVED
VISHVA DEV MD INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
5
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
80
Knocking points off
- 50% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISHVA DEV MD INC.
Plan sponsor
Name
VISHVA DEV MD INC
EIN
77-0496333
Address
227 W JANSS RD STE 360 · THOUSAND OAKS, CA · 913601884
Phone
(805) 778-1111
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
2025-07-28
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
TOLEDO RADIOLOGICAL ASSOCIATES, INC.
TOLEDO RADIOLOGICAL ASSOCIATES, INC. CASH BALANCE PLAN
$6.3M · 24 participants
BUCKS ENT ASSOCIATES, P.C.
BUCKS ENT ASSOCIATES, P.C. 401K PROFIT SHARING PLAN
$6.3M · 15 participants
NORTH ALABAMA WOMEN'S CENTER, P.C.
NORTH ALABAMA WOMEN'S CENTER, P.C. PROFIT SHARING PLAN
$6.3M · 13 participants
GRAZI, KRAMER & LANZKOWSKY, M.D., P.C.
GRAZI KRAMER & LANZKOWSKY MD PC 401(K) PROFIT SHARING PLAN
$6.3M · 11 participants
SURF PEDIATRICS AND MEDICINE, P.C.
SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST
$6.3M · 36 participants
VIRGINIA NEPHROLOGY GROUP LLP
VIRGINIA NEPHROLOGY GROUP LLP PROFIT SHARING PLAN
$6.3M · 24 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