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NORTH VALLEY SURGICAL ASSOCIATES, PC DBA ARIZONA PREFERRED SURGEONS — RETIREMENT INCOME SECURITY PLAN-ARIZONA PREFERRED SURGEONS, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728121902NAL0002910672001
NORTH VALLEY SURGICAL ASSOCIATES, PC DBA ARIZONA PREFERRED SURGEONS
Form 5500-SF
FILING_RECEIVED
RETIREMENT INCOME SECURITY PLAN-ARIZONA PREFERRED SURGEONS
401(k) retirement plan
Active participants
10
Accounts w/ balance
17
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
NORTH VALLEY SURGICAL ASSOCIATES, PC DBA ARIZONA PREFERRED SURGEONS
.
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Plan sponsor
Name
NORTH VALLEY SURGICAL ASSOCIATES, PC DBA ARIZONA PREFERRED SURGEONS
EIN
86-0700631
Address
18699 N 67TH AVE · STE 280 · GLENDALE, AZ · 85308
Phone
(602) 995-0822
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
HEALTHEQUITY RETIREMENT SERVICES
EIN
82-1222973
City
DRAPER, UT
Phone
(877) 860-2664
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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