· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
L.A. ORTHOPAEDIC INSTITUTE — L.A. ORTHOPAEDIC INSTITUTE 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603164443NAL0007749875001
L.A. ORTHOPAEDIC INSTITUTE
Form 5500-SF
FILING_RECEIVED
L.A. ORTHOPAEDIC INSTITUTE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
61
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
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
L.A. ORTHOPAEDIC INSTITUTE
.
Find decision makers
Plan sponsor
Name
L.A. ORTHOPAEDIC INSTITUTE
EIN
95-4384272
Address
4955 VAN NUYS BLVD. · SUITE 615 · SHERMAN OAKS, CA · 91403
Phone
(818) 905-2222
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
2025-06-03
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CESAR E. GUERRERO, M.D., P.A.
CESAR E. GUERRERO, M.D. P.A. PROFIT SHARING PLAN & TRUST
$10.6M · 5 participants
PRINCETON BRAIN AND SPINE CARE, LLC
PRINCETON BRAIN & SPINE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST
$10.6M · 80 participants
SURGICAL ASSOCIATES, INC.
SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN
$10.6M · 25 participants
CENTRAL CALIFORNIA EAR, NOSE & THROAT MEDICAL GROUP
CENTRAL CALIFORNIA EAR, NOSE & THROAT MEDICAL GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$10.6M · 66 participants
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.
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOHN A. SHIELDS, M.D. AND STEVEN
CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN
$10.6M · 97 participants
MILFORD IMAGING, INC.
MILFORD IMAGING, INC. 401(K) PLAN
$10.6M · 11 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
