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Original filing (PDF)20251013182855NAL0000899235001
NEVADA HEART & VASCULAR CENTER, LLP
Form 5500
FILING_RECEIVED
NEVADA HEART & VASCULAR CENTER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
337
Plan assets (EOY)
$27.2M
Net assets (EOY)
$27.2M
How this plan invests
This plan
45 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEVADA HEART & VASCULAR CENTER, LLP.
Plan sponsor
Name
NEVADA HEART & VASCULAR CENTER, LLP
EIN
20-0562668
Address
801 S. RANCHO DR · SUITE E6 · LAS VEGAS, NV · 89106
Phone
(702) 240-6482
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
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
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
HRP CPA'S & CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | — | WACO, TX | RECORDKEEPER | $36K | — |
Investments
44 direct securities· $53.2M(100% of reported assets)
Mutual Funds
$52.4M
41 holdings
Uncategorized
$853K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB PCRA | Mutual Funds | — | — | $10.9M | 40.0% | |
| SCHWAB PCRA | Mutual Funds | — | — | $9.2M | 33.9% | |
| VANGUARD TARGET RET 2025 | Mutual Funds | — | — | $3.6M | 13.3% | |
| VANGUARD TARGET RET 2025 | Mutual Funds | — | — | $3.2M | 11.9% | |
| VANGUARD TARGET RET 2035 | Mutual Funds | — | — | $2.1M | 7.9% | |
| VANGUARD TARGET RET 2040 | Mutual Funds | — | — | $2.1M | 7.8% | |
| VANGUARD TARGET RET 2030 | Mutual Funds | — | — | $2.0M | 7.5% | |
| VANGUARD TARGET RET 2030 | Mutual Funds | — | — | $1.8M | 6.6% | |
| VANGUARD TARGET RET 2040 | Mutual Funds | — | — | $1.8M | 6.5% | |
| VANGUARD TARGET RET 2035 | Mutual Funds | — | — | $1.7M | 6.4% | |
| AB LARGE CAP GROWTH Z | Mutual Funds | — | — | $1.3M | 4.9% | |
| VANGUARD 500 INDEX ADM | Mutual Funds | — | — | $1.3M | 4.8% | |
| Self-Directed Account SCHWAB ACCOUNT - JOHN LEE | — | — | — | $846K | 3.1% | |
| VANGUARD TARGET RET INCOME INV | Mutual Funds | — | — | $835K | 3.1% | |
| VANGUARD TARGET RET 2045 | Mutual Funds | — | — | $813K | 3.0% | |
| VANGUARD TARGET RET 2050 | Mutual Funds | — | — | $773K | 2.8% | |
| VANGUARD EQUITY-INCOME | Mutual Funds | — | — | $698K | 2.6% | |
| VANGUARD TARGET RET 2045 | Mutual Funds | — | — | $691K | 2.5% | |
| VANGUARD 500 INDEX ADM | Mutual Funds | — | — | $682K | 2.5% | |
| VANGUARD TARGET RET 2020 | Mutual Funds | — | — | $656K | 2.4% | |
| AB LARGE CAP GROWTH Z | Mutual Funds | — | — | $651K | 2.4% | |
| VANGUARD TARGET RET 2020 | Mutual Funds | — | — | $610K | 2.2% | |
| VANGUARD TARGET RET 2050 | Mutual Funds | — | — | $584K | 2.2% | |
| VANGUARD TARGET RET 2055 | Mutual Funds | — | — | $524K | 1.9% | |
| VANGUARD MID CAP IDX ADM | Mutual Funds | — | — | $494K | 1.8% | |
| FIDELITY ADVISOR SMALL CAP GRWTH CLZ | Mutual Funds | — | — | $458K | 1.7% | |
| FIDELITY ADVISOR SMALL CAP GRWTH CLZ | Mutual Funds | — | — | $421K | 1.5% | |
| VANGUARD TARGET RET 2055 | Mutual Funds | — | — | $410K | 1.5% | |
| VANGUARD MID CAP IDX ADM | Mutual Funds | — | — | $385K | 1.4% | |
| DODGE & COX GLBL STK | Mutual Funds | — | — | $290K | 1.1% | |
| MASSMUTUAL SELECT MIDCAP GRWTH EQUITY II FU | Mutual Funds | — | — | $217K | 0.8% | |
| VIC INTEGR SM-CAP VAL R6 ** 106 Mutual Funds VANGUARD SMCAP VAL IND ADMR | Mutual Funds | — | — | $211K | 0.8% | |
| VANGUARD EQUITY-INCOME | Mutual Funds | — | — | $182K | 0.7% | |
| VIC INTEGR SM-CAP VAL R6 ** 121 Mutual Funds VANGUARD SMCAP VAL IND ADMR | Mutual Funds | — | — | $180K | 0.7% | |
| VANGUARD EXPLORER | Mutual Funds | — | — | $155K | 0.6% | |
| MASSMUTUAL SELECT MIDCAP GRWTH EQUITY II FU | Mutual Funds | — | — | $149K | 0.5% | |
| VANGUARD ST INV-GRADE ADM | Mutual Funds | — | — | $31K | 0.1% | |
| VANGUARD SMCAP INDEX | Mutual Funds | — | — | $29K | 0.1% | |
| VANGUARD ST INV-GRADE ADM | Mutual Funds | — | — | $27K | 0.1% | |
| DODGE & COX INCOME | Mutual Funds | — | — | $8K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE FUND R6 | Mutual Funds | — | — | $5K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE FUND R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Registered Investment Companies (e.g. Mutual Funds) Mutual Funds FIMM GOVT PORT CL III | — | — | — | $4K | <0.1% | |
| Registered Investment Companies (e.g. Mutual Funds) Mutual Funds FIMM GOVT PORT CL III | — | — | — | $2K | <0.1% |