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CATCH A WAVE PHYSICAL THERAPY — CATCH A WAVE PHYSICAL THERAPY 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611151749NAL0046332034001
CATCH A WAVE PHYSICAL THERAPY
Form 5500-SF
FILING_RECEIVED
CATCH A WAVE PHYSICAL THERAPY 401K PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
4
Plan assets (EOY)
$242K
Net assets (EOY)
$242K
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
CATCH A WAVE PHYSICAL THERAPY
.
Find decision makers
Plan sponsor
Name
CATCH A WAVE PHYSICAL THERAPY
EIN
82-2830299
Address
647 CAMINO DE LOS MARES · SUITE 111 · SAN CLEMENTE, CA · 92673
Phone
(949) 240-0600
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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SUSAN E BENNETT PT PC
SUSAN E BENNETT PT PC 401(K) PROFIT SHARING PLAN & TRUST
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CLEAR COMP, LLC
CLEAR COMP PT 401(K) PLAN
$241K · 12 participants
65
Knocking points off
Only 14% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADVANCED PHYSICAL THERAPY & ERGO
ADVANCED PHYSICAL THERAPY 401K
$241K · 7 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
