· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES — REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428125951NAL0018816480001
REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES
Form 5500-SF
FILING_RECEIVED
REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
30
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
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
REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES
.
Find decision makers
Plan sponsor
Name
REDWOOD ORTHOPAEDIC SURGERY ASSOCIATES
EIN
94-2297637
Address
208 CONCOURSE BLVD., SUITE 1 · SANTA ROSA, CA · 95403
Phone
(707) 544-3400
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
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)
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 Offices of Physicians plans
CAPITAL CITY GASTROENTEROLOGY, P.C.
CAPITAL CITY GASTROENTEROLOGY, P.C. 401(K) PROFIT SHARING PLAN
$7.0M · 19 participants
ELIZABETH WENDE BREAST CARE, LLC
ELIZABETH WENDE BREAST CARE LLC RETIREMENT PLAN
$7.0M · 92 participants
DERMATOLOGY ASSOCIATES OF WESTERN CONNECTICUT, P.C.
DERMATOLOGY ASSOCIATES OF WESTERN CONNECTICUT, P.C. 401(K) PROFIT SHARING PLAN
$7.0M · 39 participants
NORTHWEST OHIO NEONATAL ASSOCIATES INC
NORTHWEST OHIO NEONATAL ASSOCIATES INC PROFIT SHARING PLAN
$7.0M · 8 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALISON B. DAVIDOW, M.D.
ALISON B. DAVIDOW, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$7.0M · 2 participants
AMEN CLINICS, INC.
AMEN CLINICS, INC. 401(K) PLAN
$7.0M · 319 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
