Original filing (PDF)20251001110036NAL0031471042001

Piedmont Triad Anesthesia PA

Name: Piedmont Triad Anesthesia PA — Piedmont Triad, Form 5500 (2024)
Creator: Piedmont Triad Anesthesia PA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Piedmont Triad Anesthesia Retirement Plan

401(k) retirement plan · Piedmont Triad Anesthesia PA's Piedmont Triad Anesthesia Retirement Plan held $40.6M in plan assets for 65 participants in 2024, with Principal as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$40.6M

Net assets (EOY)

$40.6M

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIEDMONT TRIAD ANESTHESIA PA.

Plan sponsor

Name

PIEDMONT TRIAD ANESTHESIA PA

EIN

20-1394536all filings

Address

145 KIMEL PARK DRIVE · SUITE 120 · WINSTON SALEM, NC · 27103

Phone

(336) 768-3212

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-01

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$67K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS FIN NETWORK	48-1305000	—	OTHER SERVICES	$0	—

Investments

42 direct securities · 1 pooled fund· $39.3M(97% 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.

Other securities

$18.3M

8 holdings

Common Collective Trusts

$13.9M

25 holdings

Mutual Funds

$3.8M

7 holdings

Self-Directed Brokerage

$3.1M

1 holding

Participant loans

$207K

1 holding

Common Collective Trust

1 holding

					% of plan
T. Rowe Price New Horizon Fd	Other securities	—	—	$5.3M	13.0%
Vangd Ttl Intl Bond Idx Adm Fd	Common Collective Trusts	—	—	$4.6M	11.5%
Gold Sachs Mid Cap Growth I Fd	Other securities	—	—	$4.6M	11.3%
Self-Directed Brokerage Acct	Self-Directed Brokerage	—	—	$3.1M	7.7%
Artisan Int'l Institutional Fd	Other securities	—	—	$2.7M	6.6%
Vanguard Dev Mkts Index Adm Fd	Mutual Funds	—	—	$2.5M	6.2%
JanusHenderson Forty I	Other securities	—	—	$2.4M	5.8%
Am Fds Bd Fd of Am R6 Fd	Other securities	—	—	$1.5M	3.6%
BNYM Dynamic Value I Fund	Other securities	—	—	$1.3M	3.2%
Fidelity Mid Cap Gr Idx Fd	Common Collective Trusts	—	—	$1.2M	2.9%
Fidelity Mid Cap Val Idx Fd	Common Collective Trusts	—	—	$1.1M	2.7%
Fidelity Frdm Idx 2045 Ins Pre	Common Collective Trusts	—	—	$999K	2.5%
Fidelity Frdm Idx 2030 Ins Pre	Common Collective Trusts	—	—	$952K	2.3%
FIDELITY FRDM IDX 2065 INS PRE	Common Collective Trusts	—	—	$823K	2.0%
Fidelity Frdm Idx 2025 Ins Pre	Common Collective Trusts	—	—	$803K	2.0%
Fidelity Total Market Index Fd	Common Collective Trusts	—	—	$790K	1.9%
Franklin Small Cap Value R6 Fd	Mutual Funds	—	—	$737K	1.8%
Fidelity Frdm Idx 2055 Ins Pre	Common Collective Trusts	—	—	$536K	1.3%
Vgd LT Inv-Grade Bond Adm Fund	Other securities	—	—	$482K	1.2%
Vanguard Ttl Bd Mkt Idx Adm Fd	Common Collective Trusts	—	—	$407K	1.0%
Fidelity Frdm Idx 2035 Ins Pre	Common Collective Trusts	—	—	$372K	0.9%
Fidelity Frdm Idx 2050 Ins Pre	Common Collective Trusts	—	—	$309K	0.8%
Fidelity Frdm Idx 2040 Ins Pre	Common Collective Trusts	—	—	$257K	0.6%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$239K	0.6%
Participant Loans	Participant loans	—	—	$207K	0.5%
Vanguard Wellington Adm Fund	Mutual Funds	—	—	$201K	0.5%
Vgd Infl-Prot Sec Adm Fund	Other securities	—	—	$183K	0.5%
Fidelity Total Int Idx Fund	Common Collective Trusts	—	—	$150K	0.4%
VANGUARD FED MONEY MRKT INV FD	Mutual Funds	—	—	$143K	0.4%
Fidelity Glb ex US Index Fd	Mutual Funds	—	—	$131K	0.3%
Fidelity Frdm Idx 2060 Ins Pre	Common Collective Trusts	—	—	$129K	0.3%
Fidelity Mid Cp Index Fund	Common Collective Trusts	—	—	$78K	0.2%
Vanguard RE Index Adm Fund	Mutual Funds	—	—	$56K	0.1%
Fidelity Small Cap Val Idx Fd	Common Collective Trusts	—	—	$25K	<0.1%
Fid LC Val Index Fund	Common Collective Trusts	—	—	$16K	<0.1%
Vanguard Div Apprec Idx Adm Fd	Common Collective Trusts	—	—	$16K	<0.1%
Fid LC Gr Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
Fidelity Frdm Idx Inc Ins Prem	Common Collective Trusts	—	—	$11K	<0.1%
Vanguard Emg Mk Stk Idx Adm Fd	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Hi-Yld Corp Adm Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Sm Cap Index Fund	Common Collective Trusts	—	—	$3K	<0.1%
Fidelity Small Cap Gr Idx Fd	Common Collective Trusts	—	—	$3K	<0.1%
GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001	Common Collective Trust	—	—	$0	<0.1%