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Original filing (PDF)20251010135732NAL0004680739001
ANESTHESIA CONSULTING & MANAGEMENT, LP
Form 5500
FILING_RECEIVED
NORTHSTAR ANESTHESIA 401K PLAN
401(k) retirement plan
Active participants
3,088
Accounts w/ balance
3,115
Plan assets (EOY)
$526.7M
Net assets (EOY)
$526.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANESTHESIA CONSULTING & MANAGEMENT, LP.
Plan sponsor
Name
ANESTHESIA CONSULTING & MANAGEMENT, LP
EIN
01-0826101
Address
6225 N STATE HIGHWAY 161 · SUITE 200 · IRVING, TX · 75038
Phone
(214) 687-0522
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
2024-07-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $113K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS, LLC | 85-3213245 | — | INVESTMENT ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $508 | — |
Investments
24 direct securities · 7 pooled funds· $528.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$378.3M
23 holdings
Mutual Funds
$102.6M
1 holding
Common Collective Trust
$47.5M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $102.6M | 19.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Premier N/R | — | — | — | $53.3M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Premier N/R | — | — | — | $47.9M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Premier N/R | — | — | — | $44.7M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Premier N/R | — | — | — | $39.3M | 7.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Premier N/R | — | — | — | $32.9M | 6.3% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $27.7M | 5.3% | |
| Fidelity Investments Fidelity Freedom Index 2055 Premier N/R | — | — | — | $27.0M | 5.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Premier N/R | — | — | — | $25.1M | 4.8% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | — | — | — | $17.7M | 3.4% | |
| Fidelity Investments Fidelity International Index N/R | — | — | — | $17.3M | 3.3% | |
| Fidelity Investments Fidelity US Bond Index N/R | — | — | — | $17.1M | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index N/R | — | — | — | $12.2M | 2.3% | |
| T. ROWE PRICE LG CAP GR TRUST CL L T. ROWE PRICE · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier N/R | — | — | — | $6.5M | 1.2% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice Retirement Account N/R | — | — | — | $6.4M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 Premier N/R | — | — | — | $5.5M | 1.0% | |
| Invesco Ltd Invesco Discovery R6 N/R | — | — | — | $4.8M | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Premier N/R | — | — | — | $3.9M | 0.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $3.4M | 0.6% | |
| Participant Loans Interest: 4.25% - 9.50% $0 | — | — | — | $3.4M | 0.6% | |
| Fidelity Investments Fidelity Emerging Markets Index N/R | — | — | — | $3.4M | 0.6% | |
| PRINCIPAL CIT EQ INC A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2015 Premier N/R | — | — | — | $2.9M | 0.6% | |
| COHEN & STEERS U.S. REALTY CLASS RS SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Premier N/R | — | — | — | $2.5M | 0.5% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| JHANCOCK CORE PLUS FIXED INC TR I2 JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| PRIN CIT DIVERSIFIED INTL EQ A-I PRINCIPAL · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income N/R | — | — | — | $747K | 0.1% | |
| Money market fund * State Street Bank & Trust Co. Cash Reserve Account N/R | — | — | — | $450K | <0.1% |