Original filing (PDF)20251007113248NAL0002622851001

TODD A. AUKER, M.D., A P.C.

Name: TODD A. AUKER, M.D., A P.C. — TODD A. AUKER, M.D., A P.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: TODD A. AUKER, M.D., A P.C.

Form 5500-SF

FILING_RECEIVED

TODD A. AUKER, M.D., A P.C. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TODD A. AUKER, M.D., A P.C..

Plan sponsor

Name

TODD A. AUKER, M.D., A P.C.

EIN

94-3402655

Address

2324 SANTA RITA ROAD, SUITE 7 · PLEASANTON, CA · 94566

Phone

(925) 931-1090

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

TODD A. AUKER, M.D., A P.C.

EIN

94-3402655

City

PLEASANTON, CA

Phone

(925) 931-1090

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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