· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC. — NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015141908NAL0002437859001
NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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
NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
NEWPORT HARBOR PATHOLOGY MEDICAL GROUP, INC.
EIN
95-2659212
Address
2901 W. COAST HWY, SUITE 200 · NEWPORT BEACH, CA · 92663
Phone
(949) 891-1297
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
MOHAWK ANESTHESIA ASSOCIATES, P.C.
401(K) PROFIT SHARING PLAN FOR MOHAWK ANESTHESIA ASSOCIATES, P.C.
$8.7M · 4 participants
OB-GYNE ASSOCIATES OF LAKE FOREST, LTD.
OB-GYNE ASSOCIATES OF LAKE FOREST, LTD. RETIREMENT PLAN
$8.7M · 20 participants
PEDIATRIC CARE INC.
PEDIATRIC CARE INC. RESTATED 401K PLAN
$8.7M · 24 participants
HEARTCARE ASSOCIATES OF CONNECTICUT, L.L.C.
HEARTCARE ASSOCIATES OF CONNECTICUT, L.L.C. 401(K) PLAN
$8.7M · 33 participants
MEDICAL-SURGICAL EYE CARE, P.A.
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.
Small plan (5500-SF) — Schedule H data not available.
MEDICAL-SURGICAL EYE CARE, P.A. PROFIT SHARING 401(K) PLAN
$8.7M · 13 participants
GLAUCOMA EYE CENTER, P.C.
GLAUCOMA EYE CENTER, P.C. 401(K) PROFIT SHARING PLAN
$8.7M · 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
