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WESTERN LABORATORIES MEDICAL GROUP — WESTERN LABORATORIES MEDICAL GROUP 401K PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230921131913NAL0002966225001
WESTERN LABORATORIES MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
WESTERN LABORATORIES MEDICAL GROUP 401K PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
2
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
WESTERN LABORATORIES MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
WESTERN LABORATORIES MEDICAL GROUP
EIN
94-1248130
Address
2000 MOWRY AVE. · FREMONT, CA · 94538
Phone
(510) 608-6100
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 33% 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.
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