Original filing (PDF)20250626175149NAL0008797009001

Reproductive Science Center of the San Francisco Bay Area

Name: Reproductive Science Center of the San Francisco Bay Area — Form 5500 Plan 003 (2022)
Creator: Reproductive Science Center of the San Francisco Bay Area
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Reproductive Science Center of the San Francisco Bay Area 401(k) Plan

401(k) retirement plan · Reproductive Science Center of the San Francisco Bay Area's Reproductive Science Center of the San Francisco Bay Area 401(k) Plan filed a Form 5500 for plan year 2022, with Insperity Retirement Services as recordkeeper.

Signals · 1

Late filing · 22.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 22.4 months past the 10.5-month grace window.

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 REPRODUCTIVE SCIENCE CENTER OF THE SAN FRANCISCO BAY AREA.

Plan sponsor

Name

REPRODUCTIVE SCIENCE CENTER OF THE SAN FRANCISCO BAY AREA

EIN

94-3257879all filings

Address

100 PARK PL, STE 200 · SAN RAMON, CA · 94583

Phone

(925) 867-1800

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-30

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
INSPERITY RETIREMENT SERVICES	56-2375265	—	RECORDKEEPER	$450	—

Investments

27 direct securities· $3.6M

Mutual Funds

$2.9M

18 holdings

Common Collective Trusts

$373K

1 holding

Bonds / Notes

$187K

1 holding

Other securities

$136K

7 holdings

					% of plan
American Funds 2025 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$728K	20.1%
American Funds 2035 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$477K	13.2%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$373K	10.3%
American Funds 2045 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$331K	9.2%
American Funds 2030 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$234K	6.5%
American Funds 2040 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$190K	5.3%
Various maturity dates; interest * Participant loans rates from 4.25% to 6.50% -	Bonds / Notes	—	—	$187K	5.2%
T Rowe Price Growth Stock I Mutual Fund	Mutual Funds	—	—	$169K	4.7%
Fidelity Ex Market Index Mutual Fund	Mutual Funds	—	—	$155K	4.3%
American Funds 2020 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$107K	2.9%
American Funds 2050 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$101K	2.8%
Vanguard Explorer Fund Adm Mutual Fund	Mutual Funds	—	—	$85K	2.4%
American Funds 2055 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$82K	2.3%
American Funds Euro Pacific Growth R6 Mutual Fund	Mutual Funds	—	—	$75K	2.1%
JP Morgan Equity Income R6 Mutual Fund	Other securities	—	—	$67K	1.8%
Vanguard Federal Money Market Money Market	Mutual Funds	—	—	$62K	1.7%
American Funds 2060 Target Retirement R6 Mutual Fund	Mutual Funds	—	—	$55K	1.5%
Fidelity GL X Us Index Mutual Fund	Mutual Funds	—	—	$35K	1.0%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$25K	0.7%
JP Morgan Small Cap Value R6 Mutual Fund	Other securities	—	—	$16K	0.5%
PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$16K	0.4%
Blackrock Hi Yld Band Portfolio K Mutual Fund	Other securities	—	—	$14K	0.4%
Principal GL Real Estate Sec R6 Mutual Fund	Other securities	—	—	$10K	0.3%
AB Global Bond Z Mutual Fund	Other securities	—	—	$6K	0.2%
American Beacon INTL EQ-R5 Mutual Fund	Other securities	—	—	$6K	0.2%
American Funds New World Mutual Fund	Mutual Funds	—	—	$5K	0.1%
Fidelity Inflation Protected Bond Mutual Fund	Mutual Funds	—	—	$4K	0.1%