· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEST LAKES SURGERY CENTER, LLC — WEST LAKES SURGERY CENTER, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403124429NAL0020449202001
WEST LAKES SURGERY CENTER, LLC
Form 5500-SF
FILING_RECEIVED
WEST LAKES SURGERY CENTER, LLC 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
48
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEST LAKES SURGERY CENTER, LLC
.
Find decision makers
Plan sponsor
Name
WEST LAKES SURGERY CENTER, LLC
EIN
20-5345295
Address
12499 UNIVERSITY AVE STE 100 · CLIVE, IA · 503258281
Phone
(515) 974-5050
Industry
Health Care & Social Assistance
see 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
2025-04-03
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
K & B SURGICAL CENTER, LLC
K AND B SURGICAL CENTER LLC 401(K) PROFIT SHARING PLAN
$1.8M · 35 participants
BLACK CANYON SURGICAL CENTER, LLC
BLACK CANYON SURGICAL CENTER, LLC 401(K) PLAN
$1.7M · 36 participants
SPRING PARK SURGERY CENTER, LLC
SPRING PARK SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN
$1.7M · 33 participants
WESTMORELAND ASC, LLC DBA APEX
APEX AMBULATORY SURGERY CENTER 401K PLAN
$1.7M · 46 participants
PORTEOUS & BURKE DENTAL CORPORATION
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PORTEOUS & BURKE DENTAL 401(K) PLAN
$1.8M · 5 participants
PRATTVILLE MEDICAL CLINIC, P.C.
PRATTVILLE MEDICAL CLINIC, P.C. CASH BALANCE PENSION PLAN
$1.8M · 5 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
