How big is SUD Speciality Group - CA's plan?

SUD Speciality Group - CA's plan reported $2.0M in assets and 61 participants for 2025.

Original filing (PDF)20260422220750NAL0008839394037

SUD Speciality Group - CA

Name: SUD Speciality Group - CA — SUD Speciality Group, Form 5500 (2025)
Creator: SUD Speciality Group - CA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUD Speciality Group - CA 401(k) Plan

401(k) retirement plan · SUD Speciality Group - CA's SUD Speciality Group - CA 401(k) Plan held $2.0M in plan assets for 61 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

SUD Speciality Group - CA's EIN is 84-5020669.

EIN 84-5020669

Plan number 001

Plan year 2025

ACK ID 20260422220750NAL0008839394037

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SUD Speciality Group - CA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SUD Speciality Group - CA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUD SPECIALITY GROUP - CA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SUD SPECIALITY GROUP - CA

EIN

all filings

Address

5201 GREAT AMERICA PARKWAY · SUITE 320 PMB #236 · SANTA CLARA, CA · 95054

Phone

(501) 206-6403

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator