How big is Anesthesia Specialists of Bethlehem, P.C.'s plan?

Anesthesia Specialists of Bethlehem, P.C.'s plan reported $104.1M in assets and 253 participants for 2024.

Original filing (PDF)20251014091849NAL0005246114001

Anesthesia Specialists of Bethlehem, P.C.

Name: Anesthesia Specialists of Bethlehem, P.C. — Form 5500 Plan 002 (2024)
Creator: Anesthesia Specialists of Bethlehem, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anesthesia Specialists of Bethlehem, 401(k) Plan

401(k) retirement plan · Anesthesia Specialists of Bethlehem, P.C.'s Anesthesia Specialists of Bethlehem, 401(k) Plan held $104.1M in plan assets for 253 participants in 2024, with John Hancock as recordkeeper.

Signals · 3

34% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

253

Accounts w/ balance

262

Plan assets (EOY)

$104.1M

Net assets (EOY)

$104.1M

People on this filing

Jonathon Rutkauskas signed Anesthesia Specialists of Bethlehem, P.C.'s 2024 Form 5500 as plan administrator.

Jonathon Rutkauskas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anesthesia Specialists of Bethlehem, P.C.'s EIN is 23-2748823.

EIN 23-2748823

Plan number 002

Plan year 2024

ACK ID 20251014091849NAL0005246114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anesthesia Specialists of Bethlehem, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anesthesia Specialists of Bethlehem, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C..

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How this plan invests

This plan

35 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

High average account balance (93rd percentile).

Plan sponsor

Name

ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C.

EIN

all filings

Address

ONE WEST BROAD STREET, SUITE 506 · BETHLEHEM, PA · 18018

Phone

(610) 954-5810

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$16K	—

Investments

35 direct securities· $99.9M(96% of reported assets)

Mutual Funds

$39.5M

18 holdings

Self-Directed Brokerage

$33.8M

1 holding

Other securities

$14.8M

10 holdings

Common Collective Trusts

$6.6M

2 holdings

Stable Value

$1.8M

1 holding

U.S. Treasuries

$1.7M

1 holding

Bonds / Notes

$1.0M

1 holding

Common Stocks

$659K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$46.8M JPMorgan$3.9M Janus Henderson$706K Wells Fargo / Allspring$481K Fidelity$389K

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					% of plan
Brokerage Accounts Brokerage Accounts	Self-Directed Brokerage	—	—	$33.8M	32.4%
Vanguard Target Ret 2050 Fund Mutual Fund	Mutual Funds	—	—	$7.8M	7.5%
Vanguard Target Ret 2045 Fund Mutual Fund	Mutual Funds	—	—	$5.8M	5.5%
Vanguard LC Idx Admiral Mutual Fund	Common Collective Trusts	—	—	$5.4M	5.2%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$5.0M	4.8%
Vanguard Target Ret 2055 Fund Mutual Fund	Mutual Funds	—	—	$4.9M	4.7%
JP Morgan US Equity Fd R6 Mutual Fund	Other securities	—	—	$3.9M	3.8%
Vanguard Equity Income Fd Adm Mutual Fund	Mutual Funds	—	—	$3.8M	3.6%
Vanguard Target Ret 2040 Fund Mutual Fund	Mutual Funds	—	—	$3.0M	2.9%
Vanguard Target Ret 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	2.8%
Vanguard Total Bd Market Ind Adm Mutual Fund	Mutual Funds	—	—	$2.5M	2.4%
Vanguard Target Ret 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.4M	2.3%
JH Stable Value Guaranteed Stable Value Fund	Stable Value	—	—	$1.8M	1.7%
Vanguard S-T Bond Index Adm Mutual Fund	U.S. Treasuries	—	—	$1.7M	1.6%
Goldman GQG Prtnrs Intl Opp In Mutual Fund	Other securities	—	—	$1.7M	1.6%
Loomis Core Plus Bond Fund Y Mutual Fund	Other securities	—	—	$1.4M	1.4%
Vanguard Target Ret 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	1.4%
Vanguard Total Int Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.2%
Vanguard Target Ret 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	1.1%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$1.0M	1.0%
Notes receivable from participants Interest Rates Ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$1.0M	1.0%
Baird Mid Cap Fund Inst Mutual Fund	Other securities	—	—	$866K	0.8%
Janus Multisector Income I Mutual Fund	Mutual Funds	—	—	$706K	0.7%
BW Global Corp Credit Fund I Mutual Fund	Common Stocks	—	—	$659K	0.6%
Vanguard Strategic SC Eq Inv Mutual Fund	Mutual Funds	—	—	$610K	0.6%
Vanguard Target Ret 2065 Fund Mutual Fund	Mutual Funds	—	—	$554K	0.5%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$483K	0.5%
Allspring Spc Mid Cap Value R6 Mutual Fund	Other securities	—	—	$481K	0.5%
Artisan International Fd Inst Mutual Fund	Other securities	—	—	$473K	0.5%
Undiscovered Mgrs Behav Val R6 Mutual Fund	Other securities	—	—	$433K	0.4%
Fidelity Emerging Markets Z Mutual Fund	Mutual Funds	—	—	$389K	0.4%
Cohn & Steers Real Est Sec I Mutual Fund	Other securities	—	—	$289K	0.3%
Goldman Intl SC Insights Ins Mutual Fund	Other securities	—	—	$136K	0.1%
Vanguard Target Ret 2020 Fund Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Vanguard Target Ret Income Fd Mutual Fund	Mutual Funds	—	—	$17K	<0.1%

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