· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANIEL OBLITAS, M.D., INC. — DANIEL OBLITAS, M.D., INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007161229NAL0008268480001
DANIEL OBLITAS, M.D., INC.
Form 5500-SF
FILING_RECEIVED
DANIEL OBLITAS, M.D., INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
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
DANIEL OBLITAS, M.D., INC.
.
Find decision makers
Plan sponsor
Name
DANIEL OBLITAS, M.D., INC.
EIN
95-4449235
Address
4743 HILLARD AVE · LA CANADA, CA · 91011
Phone
(626) 487-0640
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NEWPORT CENTER MEDICAL GROUP
NEWPORT CENTER MEDICAL GROUP 401(K) PSP
$7.6M · 19 participants
SURGICAL CLINIC OF ANNISTON, P.A.
SURGICAL CLINIC OF ANNISTON 401(K) PROFIT SHARING PLAN
$7.6M · 30 participants
PARKWEST WOMENS HEALTH, P.C.
PARKWEST WOMEN'S HEALTH PROFIT SHARING PLAN
$7.6M · 25 participants
WOMEN'S CARE GROUP, PLLC
WOMEN'S CARE GROUP, PLLC PROFIT SHARING PLAN
$7.7M · 27 participants
ALEXANDRIA NEUROSURGICAL CLINIC, P.M.C.
ALEXANDRIA NEUROSURGICAL CLINIC, P.M.C. PROFIT SHARING 401K 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.
$7.7M · 25 participants
ALMA FAMILY PRACTICE, P.C.
ALMA FAMILY PRACTICE, P.C. 401(K) PLAN AND TRUST
$7.7M · 24 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
