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Original filing (PDF)20251009102248NAL0006819569001
INTEGRATED ANESTHESIA ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
435
Accounts w/ balance
548
Plan assets (EOY)
$247.5M
Net assets (EOY)
$247.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED ANESTHESIA ASSOCIATES, LLC.
Plan sponsor
Name
INTEGRATED ANESTHESIA ASSOCIATES, LLC
EIN
06-1223155
Address
99 EAST RIVER DR., 5TH FLOOR · EAST HARTFORD, CT · 06108
Phone
(860) 282-3470
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $47K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $38K | — |
| PASI, LLC | — | FARMINGTON, CT | NONE | $20K | — |
| TEPLITZKY AND COMPANY PC | — | WOODBRIDGE, CT | NONE | $19K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
| ROBINSON & COLE | — | HARTFORD, CT | NONE | $1K | — |
Investments
1 pooled fund· $5.0M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $4.4M | $5.0M | 2.0% |
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