· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AGE MANAGEMENT INSTITUTE — AGE MANAGEMENT INSTITUTE DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602111956NAL0009487505001
AGE MANAGEMENT INSTITUTE
Form 5500-SF
FILING_RECEIVED
AGE MANAGEMENT INSTITUTE 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)
89
/ 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
AGE MANAGEMENT INSTITUTE
.
Find decision makers
Plan sponsor
Name
AGE MANAGEMENT INSTITUTE
EIN
81-4577029
Address
533 E. MICHELTORENA ST STE 203 · SANTA BARBARA, CA · 93103
Phone
(805) 608-4582
Industry
Health Care & Social Assistance
see 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
2025-06-02
Pension benefit codes
1A · Pay-related DB formula
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
Related plans
Similar-size Health Care & Social Assistance plans
MIDDLE GEORGIA INTERNAL MEDICINE LLC
MIDDLE GEORGIA INTERNAL MEDICINE, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 2 participants
KHOSROW MEHRANY, MD INC
KHOSROW MEHRANY, MD INC PENSION PLAN & TRUST
$1.8M · 7 participants
OCULAR PROSTHETICS, INC.
OCULAR PROSTHETICS, INC. 401(K) PLAN
$1.8M · 10 participants
VEITHSYMPOSIUM
VEITHSYMPOSIUM RETIREMENT PLAN
$1.8M · 3 participants
SIERRA ORTHOPEDIC INSTITUTE MEDICAL CORP
SIERRA ORTHOPEDIC INSTITUTE MEDICAL CORP 401(K) PLAN & TRUST
100
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.
$1.8M · 4 participants
OMAR A. IBRAHIMI M.D., PHD, LLC
OMAR A. IBRAHIMI, M.D., PHD, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 5 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
