Back to filter
Original filing (PDF)20240909114003NAL0004456689001
JAN E MCCANN
Form 5500-SF
FILING_RECEIVED
JAN E MCCANN DPM INC
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
0
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAN E MCCANN.
Plan sponsor
Name
JAN E MCCANN
DBA
JAN E MCCANN DPM INC
EIN
95-3498056
Address
2105 AVENIDA OLIVA · SAN CLEMENTE, CA · 926735634
Phone
—
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-09
Pension benefit codes
2C · Money purchase (other than target benefit)
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 providersRelated plans
Similar-size Offices of Physicians plans
EASTERN PLANNING, INC.
EASTERN PLANNING, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 4 participants
GRAHAM PEDIATRIC CLINIC LLC
GRAHAM PEDIATRIC CLINIC 401(K) PLAN
$1.5M · 7 participants
GILVYDIS VEIN CLINIC, LTD.
GILVYDIS VEIN CLINIC, LTD. PROFIT SHARING PLAN
$1.5M · 13 participants
U VILLAGE ENDODONTICS LLC
ALLEN ENDODONTICS RETIREMENT PLAN
$1.5M · 6 participants
TOTAL JOINT SPECIALISTS, LLC
TOTAL JOINT SPECIALISTS 401(K) RETIREMENT PLAN
$1.5M · 10 participants
VAN WORMER MANAGEMENT, LLC
VAN WORMER MANAGEMENT 401(K) PLAN
$1.5M · 14 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