How big is Roopa RAO MD's plan?

Roopa RAO MD's plan reported $1.8M in assets and 1 participants for 2024.

Original filing (PDF)20250707130407NAL0003234961001

Roopa RAO MD

Name: Roopa RAO MD — Roopa RAO MD 401(k) Profit Sharing, Form 5500 (2024)
Creator: Roopa RAO MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roopa RAO MD 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roopa RAO MD's Roopa RAO MD 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Roopa RAO signed Roopa RAO MD's 2024 Form 5500 as plan administrator.

Roopa RAO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roopa RAO MD's EIN is 77-0572525.

EIN 77-0572525

Plan number 001

Plan year 2024

ACK ID 20250707130407NAL0003234961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roopa RAO MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roopa RAO MD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROOPA RAO MD

EIN

all filings

Address

1687 ERRINGER RD · SIMI VALLEY, CA · 930656508

Phone

(805) 526-6135

Industry

Health Care & Social Assistance

Plan administrator