· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JULIA EVANS PHD PSYCHOLOGY PC — JULIA EVANS PHD PSYCHOLOGY PC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527134720NAL0005714385001
JULIA EVANS PHD PSYCHOLOGY PC
Form 5500-SF
FILING_RECEIVED
JULIA EVANS PHD PSYCHOLOGY PC 401K PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
8
Plan assets (EOY)
$212K
Net assets (EOY)
$212K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
JULIA EVANS PHD PSYCHOLOGY PC
.
Find decision makers
Plan sponsor
Name
JULIA EVANS PHD PSYCHOLOGY PC
EIN
82-0710060
Address
940 S COAST DR · SUITE 225 · COSTA MESA, CA · 92626
Phone
(714) 926-7420
Industry
Health Care & Social Assistance
see 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
2025-05-27
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ACHIEVEMENTS ABA THERAPY GA LLC
ACHIEVEMENTS ABA THERAPY LLC 401(K) PLAN
$212K · 1,212 participants
LENA KIM ACUPUNCTURE, INC.
LENA KIM ACUPUNCTURE INC. 401(K) PROFIT SHARING PLAN
$212K · 4 participants
NOOR MEDICAL CARE PLLC
NOOR MEDICAL CARE PLLC 401(K) PROFIT SHARING PLAN & TRUST
$212K · 5 participants
ALBERT W CHOW
ALBERT W CHOW MD INC 401(K) PROFIT SHARING PLAN & TRUST
$212K · 14 participants
COMMUNITY HEALTH SYSTEM SERVIC
65
Knocking points off
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
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.
COMMUNITY HEALTH SYSTEM SERVIC 401(K) PROFIT SHARING PLAN & TRUST
$212K · 23 participants
MISSOURI INDEPENDENT MEDICAL EVALUATIONS LLC
MISSOURI INDEPENDENT MEDICAL EVALUATIONS LLC 401K
$213K · 2 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
