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Original filing (PDF)20251113200150NAL0001853169001

SOL MARGHZAR, MS, CCCA, INC.

Form 5500-SF
FILING_RECEIVED
SOL MARGHZAR, MS, CCCA, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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 SOL MARGHZAR, MS, CCCA, INC..
Plan sponsor
Name
SOL MARGHZAR, MS, CCCA, INC.
EIN
95-4469748
Address
3831 HUGHES AVENUE, SUITE 600-B · CULVER CITY, CA · 90232
Phone
(310) 559-4884
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-13
Pension benefit codes
1A · Pay-related DB formula
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

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