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Original filing (PDF)20251013143611NAL0003289714001
REID OUTPATIENT SURGERY AND ENDOSCOPY, LLC
Form 5500
FILING_RECEIVED
REID OUTPATIENT SURGERY AND ENDOSCOPY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
219
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REID OUTPATIENT SURGERY AND ENDOSCOPY, LLC.
Plan sponsor
Name
REID OUTPATIENT SURGERY AND ENDOSCOPY, LLC
EIN
20-2844915
Address
1100 REID PARKWAY · RICHMOND, IN · 47374
Phone
(765) 983-3107
Industry
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
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRADY, WARE, & SCHOENFELD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | — | NONE | $14K | — |
| ASCENSUS | 82-3719843 | — | NONE | $11K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $3K | — |
| NYHART | 35-0966414 | — | NONE | $2K | — |
| ALLWORTH FINANCIAL MANAGEMENT | — | INDIANAPOLIS, IN | NONE | $928 | — |
Investments
23 direct securities· $13.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Ret R3 Target date # | — | — | — | $2.2M | 16.5% | |
| American Funds 2045 Target Date Ret R3 Target date # | — | — | — | $1.6M | 12.2% | |
| American Funds 2025 Target Date Ret R3 Target date # | — | — | — | $1.4M | 10.9% | |
| American Funds 2030 Target Date Ret R3 Target date # | — | — | — | $1.3M | 9.9% | |
| American Funds 2055 Target Date Ret R3 Target date # | — | — | — | $1.1M | 8.0% | |
| American Funds 2050 Target Date Ret R3 Target date # | — | — | — | $987K | 7.5% | |
| Investments in registered investment companies Columbia Large Cap Index Fund Class A Large-cap fund # | — | — | — | $841K | 6.4% | |
| American Funds 2040 Target Date Ret R3 Target date # | — | — | — | $774K | 5.9% | |
| Columbia Mid Cap Index Class A Mid-cap fund # | — | — | — | $489K | 3.7% | |
| Columbia Small Cap Index Class A Small-cap fund # | — | — | — | $446K | 3.4% | |
| American Funds 2060 Target Date Ret R3 Target date # | — | — | — | $368K | 2.8% | |
| Vanguard Growth Index FD Admiral Growth fund # | — | — | — | $296K | 2.2% | |
| participants' vested account balance. -0- | — | — | — | $255K | 1.9% | |
| American Funds 2015 Target Date Ret R3 Target date # 51 American Funds 2020 Target Date Ret R3 Target date # | — | — | — | $242K | 1.8% | |
| Vanguard Total Stock Market Index Fund Admiral Large-cap fund # | — | — | — | $221K | 1.7% | |
| Europacific Growth Fund R4 Growth fund # | — | — | — | $186K | 1.4% | |
| TCW MetWest Total Return Bd M Bond fund # | — | — | — | $141K | 1.1% | |
| Cash * Charles Schwab Trust Bank Cash # 22 Money market fund Vanguard Federal Money Market Fund Investor Shares Money market fund # | — | — | — | $112K | 0.9% | |
| American Funds 2010 Target Date Ret R3 Target date # | — | — | — | $81K | 0.6% | |
| Vanguard Value Index Admiral Large-cap fund # | — | — | — | $50K | 0.4% | |
| Vanguard FTSE World EX US Index Admiral Foreign large-cap # | — | — | — | $18K | 0.1% | |
| Vanguard Total Bond Market Index Admiral Bond fund # | — | — | — | $10K | <0.1% | |
| American Funds 2065 Target Date Ret R3 Target date # | — | — | — | $6K | <0.1% |