· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALAN FISHER — ALAN FISHER CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722140205NAL0006263602001
ALAN FISHER
Form 5500-SF
FILING_RECEIVED
ALAN FISHER CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
ALAN FISHER
.
Find decision makers
Plan sponsor
Name
ALAN FISHER
EIN
95-3957360
Address
612 WEST DUARTE ROAD · SUITE 705 · ARCADIA, CA · 91007
Phone
(626) 482-0542
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
NY PREMIER MEDICAL PRACTICE, P.C.
NY PREMIER MEDICAL PRACTICE, P.C. CASH OR DEFERRED PLAN
$1.6M · 10 participants
NEW DIRECTION FERTILITY CENTERS, PLLC
NEW DIRECTION FERTILITY CENTERS, PLLC 401(K) PLAN
$1.6M · 34 participants
J. KEVIN INGRAM MEDICAL, INC.
J. KEVIN INGRAM MEDICAL, INC. CASH BALANCE PENSION PLAN
$1.6M · 3 participants
SUMME MEDICAL CLINIC, INC., PS
SUMME MEDICAL CLINIC INC PS 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 5 participants
MICHAEL G RALLIS MD
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.
MICHAEL G RALLIS MD 401K PROFIT SHARING PLAN
$1.6M · 5 participants
VENTURA ADVANCED SURGICAL ASSOCI
VENTURA ADVANCED SURGICAL ASSO 401(K) PROFIT SHARING PLAN & TRU
$1.6M · 9 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
