Original filing (PDF)20240917115343NAL0006531634001

VEP HEALTHCARE, INC.

Name: VEP HEALTHCARE, INC. — VEP HEALTHCARE, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2023)
Creator: VEP HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

VEP HEALTHCARE, INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VEP HEALTHCARE, INC..

Plan sponsor

Name

VEP HEALTHCARE, INC.

EIN

94-2437974

Address

1001 GALAXY WAY · SUITE 400 · CONCORD, CA · 94520

Phone

(925) 225-5837

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-14

Filed

2024-09-17

Pension benefit codes

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSIONMARK FINANCIAL GROUP LLC	61-1758632	—	ADVISOR	$18K	—
SAGEVIEW ADVISORY GROUP, LLC

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.