· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SEVA PRACTICE MANAGEMENT SOLUTIONS, INC — SEVA PRACTICE MANAGEMENT SOLUTIONS, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250422222737NAL0005062993032
SEVA PRACTICE MANAGEMENT SOLUTIONS, INC
Form 5500-SF
FILING_RECEIVED
SEVA PRACTICE MANAGEMENT SOLUTIONS, INC 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
15
Plan assets (EOY)
$100K
Net assets (EOY)
$100K
Plan health score (directional)
86
/ 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
SEVA PRACTICE MANAGEMENT SOLUTIONS, INC
.
Find decision makers
Plan sponsor
Name
SEVA PRACTICE MANAGEMENT SOLUTIONS, INC
EIN
92-0331042
Address
3330 CLAYTON RD · SUITE E · CONCORD, CA · 94519
Phone
(925) 634-9704
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
SIERRA SUPPORT SERVICES, INC.
SIERRA SUPPORT SERVICES, INC. 401(K) PLAN
$100K · 5 participants
ORGMETRICS LLC
ORGMETRICS LLC CASH BALANCE PENSION PLAN
$100K · 2 participants
M4 MANAGEMENT, LLC.
M4 MANAGEMENT, LLC. 401(K) PLAN
$100K · 4 participants
DCR SERVICES & CONSTRUCTION IN
DCR SERVICES & CONSTRUCTION IN 401(K) PROFIT SHARING PLAN & TRUST
$101K · 13 participants
FLINT GLASS SERVICE LLC
FLINT GLASS SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$99K · 12 participants
GWENDOLYN GARLAND
GWENDOLYN GARLAND 401(K) PROFIT SHARING PLAN & TRUST
$99K · 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
