CALIFORNIA HEART ASSOCIATES, A MEDICAL GROUP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
45
Accounts w/ balance
45
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
78
/ 100
Grade B
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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
24
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA HEART ASSOCIATES, A MEDICAL GROUP.
Plan sponsor
Name
CALIFORNIA HEART ASSOCIATES, A MEDICAL GROUP
EIN
95-3647358
Address
18111 BROOKHURST STREET, SUITE 5100 · FOUNTAIN VALLEY, CA · 92708
Phone
(714) 546-2238
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
