· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HARBOR PEDIATRIC MEDICAL GROUP, A PROFESSIONAL CORPORATION — HARBOR PEDIATRIC MEDICAL GROUP PROFIT SHARING 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602120317NAL0017584576001
HARBOR PEDIATRIC MEDICAL GROUP, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
HARBOR PEDIATRIC MEDICAL GROUP PROFIT SHARING 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
22
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
HARBOR PEDIATRIC MEDICAL GROUP, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
HARBOR PEDIATRIC MEDICAL GROUP, A PROFESSIONAL CORPORATION
EIN
95-2834746
Address
601 DOVER DRIVE, #7 · NEWPORT BEACH, CA · 92663
Phone
(949) 645-4670
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
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size Offices of Physicians plans
BRANMAT, INC.
ARKANSAS PEDIATRIC FACILITY RETIREMENT PLAN AND TRUST
$4.1M · 62 participants
POST ROAD PEDIATRICS, LLP
POST ROAD PEDIATRICS 401(K) PLAN
$4.1M · 24 participants
ROBERTA D. SENGELMANN, M.D., INC.
VALHALLA MEDICAL CASH BALANCE PENSION PLAN
$4.1M · 16 participants
LANCASTER DEPEW PEDIATRICS
LANCASTER DEPEW PEDIATRICS PROFIT SHARING PLAN
$4.1M · 7 participants
SALEM REHABILITATION ASSOCIATES, INC.
SALEM REHABILITATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 10 participants
SHIGEMI SUGIKI, M.D. AND JON M. PORTIS, M.D., INC.
S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. 401(K) PROFIT SHARING PLAN
$4.1M · 10 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
