Original filing (PDF)20250926072627NAL0013422050001

LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

Name: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. — NYBG RETIREMENT PLAN, Form 5500 (2024)
Creator: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

Form 5500

FILING_RECEIVED

NYBG RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

430

Accounts w/ balance

408

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C..

Plan sponsor

Name

LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

EIN

11-3638939

Address

125 MINEOLA AVENUE · SUITE 200 · ROSLYN HEIGHTS, NY · 11577

Phone

(516) 351-7328

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-09-26

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BELFINT, LYONS & SHUMAN, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS	—	CHICAGO, IL	TPA	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SVC PROVIDER	$0	—

Investments

42 direct securities · 1 pooled fund· $29.7M(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

$15.0M

42 holdings

Pooled Separate Account

$14.7M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001	Pooled Separate Account	—	—	$14.7M	91.6%
Voya Index Solution 2035 Pooled Separate Account	—	—	—	$1.4M	9.0%
Voya Index Solution 2045 Pooled Separate Account	—	—	—	$1.4M	8.7%
Vanguard 500 Index Pooled Separate Account	—	—	—	$1.2M	7.5%
JPMorgan LargeCap Growth Pooled Separate Account	—	—	—	$1.2M	7.2%
Voya Index Solution 2040 Pooled Separate Account	—	—	—	$993K	6.2%
T.Rowe Price Blue Chip Growth Pooled Separate Account	—	—	—	$859K	5.4%
Voya Index Solution 2060 Pooled Separate Account	—	—	—	$737K	4.6%
Voya Index Solution 2050 Pooled Separate Account	—	—	—	$727K	4.5%
Vanguard Total Stock Market Pooled Separate Account	—	—	—	$531K	3.3%
Voya Index Solution 2055 Pooled Separate Account	—	—	—	$513K	3.2%
Voya Index Solution 2030 Pooled Separate Account	—	—	—	$438K	2.7%
Vanguard Windsor II Pooled Separate Account	—	—	—	$435K	2.7%
Vanguard Total World Stock Pooled Separate Account	—	—	—	$392K	2.4%
Vanguard International Growth Pooled Separate Account	—	—	—	$389K	2.4%
Vanguard LifeStrategies Growth Pooled Separate Account	—	—	—	$322K	2.0%
Vanguard LifeStrategies Moderate Growth Pooled Separate Account	—	—	—	$306K	1.9%
American Funds Washington Mutual Pooled Separate Account	—	—	—	$269K	1.7%
Vanguard Emerging Markets Stock Pooled Separate Account	—	—	—	$250K	1.6%
Vanguard Mid-Cap Growth Pooled Separate Account	—	—	—	$231K	1.4%
Fidelity Total International Index Pooled Separate Account	—	—	—	$226K	1.4%
Vanguard Balanced Index Pooled Separate Account	—	—	—	$225K	1.4%
Vanguard Small-Cap Growth Pooled Separate Account	—	—	—	$221K	1.4%
Voya Fixed Account Guaranteed Investment Contract	—	—	—	$220K	1.4%
Vanguard Small-Cap Index Pooled Separate Account	—	—	—	$189K	1.2%
Voya Index Solution 2065 Pooled Separate Account	—	—	—	$170K	1.1%
Vanguard Mid-Cap Value Pooled Separate Account	—	—	—	$149K	0.9%
Vanguard Total Bond Market Pooled Separate Account	—	—	—	$146K	0.9%
Vanguard Small-Cap Value Pooled Separate Account	—	—	—	$135K	0.8%
Voya Index Solution 2025 Pooled Separate Account	—	—	—	$128K	0.8%
Participant Loans Bearing interest at 4.25%-9.50% -	—	—	—	$127K	0.8%
Cohen & Steers International Pooled Separate Account	—	—	—	$93K	0.6%
Vanguard High-Yield Corporate Pooled Separate Account	—	—	—	$75K	0.5%
American Funds Capital Income Builder Pooled Separate Account	—	—	—	$72K	0.4%
Vanguard Total International Bond Pooled Separate Account	—	—	—	$53K	0.3%
iShares Russell Mid-Cap Index Pooled Separate Account	—	—	—	$49K	0.3%
DFA Commodity Strategy Pooled Separate Account	—	—	—	$40K	0.2%
PIMCO Income Fund Pooled Separate Account	—	—	—	$32K	0.2%
Voya Government Money Market Pooled Separate Account	—	—	—	$30K	0.2%
DFA Inflation-Protected Securities Pooled Separate Account	—	—	—	$29K	0.2%
Vanguard LifeStrategies Conservative Pooled Separate Account	—	—	—	$25K	0.2%
Voya Index Solution Income Pooled Separate Account	—	—	—	$17K	0.1%
Vanguard LifeStrategies Income Pooled Separate Account	—	—	—	$3K	<0.1%