· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP. — FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260115173746NAL0019206803001
FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP.
Form 5500-SF
FILING_RECEIVED
FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
85
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP.
.
Find decision makers
Plan sponsor
Name
FELIX G. MILLHOUSE, M.D., A PROFESSIONAL CORP.
EIN
94-2990448
Address
1800 SULLIVAN AVENUE, #302 · DALY CITY, CA · 94015
Phone
(650) 994-2284
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
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DAVID C.P. CHEN, M.D., INC.
DAVID C.P. CHEN, M.D., INC. 401(K) PROFIT SHARING PLAN
$3.4M · 97 participants
TRI-RIVERS HEALTHCARE, PLLC
TRI-RIVERS HEALTHCARE, PLLC 401(K) PROFIT SHARING PLAN
$3.4M · 36 participants
ALLIED IM, LLC
ALLIED IM, LLC 401(K) PLAN
$3.4M · 20 participants
THE ORTHOPEDIC CENTER LLC
SPARKS ORTHOPEDICS 401(K) PLAN
$3.4M · 46 participants
FRANK D. SHIN, M.D., INC.
FRANK D. SHIN, M.D., INC. 401(K) PLAN
$3.4M · 4 participants
90
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.
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.
DAVID KURISH RETIREMENT PLAN
DAVID R. KURISH RETIREMENT PLAN
$3.4M · 4 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