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Original filing (PDF)20231115201150NAL0008704208001
TOM SOWASH O.D. & ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
SOWASH PRACTICES 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$8.9M
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 TOM SOWASH O.D. & ASSOCIATES, P.C..
Plan sponsor
Name
TOM SOWASH O.D. & ASSOCIATES, P.C.
EIN
20-1048092
Address
175 E. HOUSTON ST · SAN ANTONIO, TX · 78205
Phone
(210) 524-6714
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-01-31
Filed
2023-11-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 pooled funds· $0(0% 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.
Pooled Separate Account
$0
3 holdings
Common Collective Trust
$0
7 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SA/INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308 | Pooled Separate Account | $0 | <0.1% |
| SCG/TIMESSQUARE PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| SCV/KENNEDY CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK EQUITYINDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4365907 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK MC EQ IDX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4378115 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK TOTAL RETURN BD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4378115 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BLRK RUSSELL 2000 INDEX T BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 91-3380069 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BLRK US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4395752 / PN 001 | Common Collective Trust | $0 | <0.1% |
| TROWE BLUE CHIP GRO T4 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL DIVERSIFIED REAL ASSET PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | $0 | <0.1% |
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