Back to filter
Original filing (PDF)20251014141637NAL0003134385001
DR. DANIEL HABER, M.D.
Form 5500-SF
FILING_RECEIVED
DR. DANIEL HABER, M.D. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 DR. DANIEL HABER, M.D..
Plan sponsor
Name
DR. DANIEL HABER, M.D.
EIN
77-0540931
Address
221 E. HACIENDA AVE., STE C · CAMPBELL, CA · 95008
Phone
(408) 374-5700
Industry
Health Care & Social Assistancesee all
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
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 Health Care & Social Assistance plans
THE SALIT GROUP LLC
THE SALIT GROUP LLC 401(K) PLAN
$1.8M · 19 participants
GASTROENTEROLOGY CONSULTANTS OF SOUTH TEXAS, PLLC
GASTROENTEROLOGY CONSULTANTS 401(K) PLAN
$1.8M · 146 participants
WELCH & YONKERS, LLC
WELCH & YONKERS, LLC 401(K) PLAN
$1.8M · 2 participants
ANIMAL SPECIALTY HOSPITAL, P.A.
ASH 401(K) PLAN
$1.8M · 33 participants
NORTH BENTON DENTAL CARE, P.A.
NORTH BENTON DENTAL CARE, P.A. 401K PROFIT SHARING PLAN AND TRUST
$1.8M · 17 participants
AUTISM BEHAVIOR CONSULTANTS, INC
AUTISM BEHAVIOR CONSULTANTS, INC 401(K) PLAN
$1.8M · 104 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