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Original filing (PDF)20251014111744NAL0002622033002
UNITED ANESTHESIA SERVICES, P.C.
Form 5500
FILING_RECEIVED
UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN
401(k) retirement plan
Signals · 3
28% in single holdingNo recordkeeper disclosed6 service providers
Active participants
472
Accounts w/ balance
406
Plan assets (EOY)
$200.0M
Net assets (EOY)
$200.0M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PCRA Self-Directed Brokerage Account" is 28% of plan.
- 18 bps in Schedule C fees — 79% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED ANESTHESIA SERVICES, P.C..
Plan sponsor
Name
UNITED ANESTHESIA SERVICES, P.C.
EIN
23-2856393
Address
610 W. GERMANTOWN PIKE · SUITE 150 · PLYMOUTH MEETING, PA · 19462
Phone
(610) 527-5101
Industry
Offices of Physicians· Health Care & Social Assistancesee all
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
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $161K | — |
| EQUITABLE ADVISORS | 13-4071393 | — | NONE | $149K | — |
| MB LEVIS & ASSOCIATES LLC | 45-5079551 | — | NONE | $18K | — |
| ZACKS INVESTMENT MANAGEMENT IN | 36-3792197 | — | NONE | $18K | — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
38 direct securities · 1 pooled fund· $199.9M(100% 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.
Uncategorized
$197.6M
38 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $66.9M | 33.4% | |
| Schwab S&P 500 Index Fund Registered Investment Company | — | — | — | $20.0M | 10.0% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $15.4M | 7.7% | |
| Nuveen Large Cap Grth Index R6 Registered Investment Company | — | — | — | $10.9M | 5.4% | |
| Schwab Total Stock Market Index Registered Investment Company | — | — | — | $8.5M | 4.3% | |
| Vanguard Value Index Instl Registered Investment Company | — | — | — | $7.2M | 3.6% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $6.3M | 3.2% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | — | — | — | $6.2M | 3.1% | |
| DFA Intl Core Equity Registered Investment Company | — | — | — | $4.8M | 2.4% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $4.4M | 2.2% | |
| DFA U.S. Core Equity I Registered Investment Company | — | — | — | $4.4M | 2.2% | |
| Vanguard Small-Cap Value Index Registered Investment Company | — | — | — | $4.2M | 2.1% | |
| Schwab International Index Fund Registered Investment Company | — | — | — | $3.2M | 1.6% | |
| Vanguard Real Estate Index Adm Registered Investment Company | — | — | — | $3.1M | 1.6% | |
| Vanguard Emerging Markets Index Adm Registered Investment Company | — | — | — | $2.7M | 1.4% | |
| Vanuguard Total Intl Bond Index Adm Registered Investment Company | — | — | — | $2.6M | 1.3% | |
| Vanguard Small-Cap Growth Index Registered Investment Company | — | — | — | $2.6M | 1.3% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $2.4M | 1.2% | |
| Metlife GAC 25554 CL J Common Collective Trust Fund | — | — | — | $2.3M | 1.2% | |
| WT CIT III ML GRP ATY CONT NO 25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.3M | 1.2% | |
| Scwab Target 2050 Index Registered Investment Company | — | — | — | $2.3M | 1.1% | |
| Scwab Target 2035 Index Registered Investment Company | — | — | — | $2.1M | 1.0% | |
| DFA U.S. Large Cap Value Registered Investment Company | — | — | — | $1.9M | 0.9% | |
| Schwab Small-Cap Index Fund Registered Investment Company | — | — | — | $1.7M | 0.8% | |
| Scwab Target 2030 Index Registered Investment Company | — | — | — | $1.5M | 0.7% | |
| Scwab Target 2045 Index Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| DFA Emerging Markets Core Eq Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| Scwab Target 2055 Index Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| Vanguard Mid Cap Growth Index Adm Registered Investment Company | — | — | — | $1.1M | 0.6% | |
| Scwab Target 2040 Index Registered Investment Company | — | — | — | $1.1M | 0.5% | |
| DFA U.S. Targeted Value CL I Registered Investment Company | — | — | — | $971K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $713K | 0.4% | |
| Notes receivable from participants Interest rates vary from 4.25% to 9.50% $0 | — | — | — | $713K | 0.4% | |
| Schwab Bank Savings Money Market/Cash Equivalent | — | — | — | $570K | 0.3% | |
| Scwab Target 2025 Index Registered Investment Company | — | — | — | $280K | 0.1% | |
| Scwab Target 2060 Index Registered Investment Company | — | — | — | $279K | 0.1% | |
| Scwab Target 2020 Index Registered Investment Company | — | — | — | $44K | <0.1% | |
| Limited Partnerships Publicly Traded Partnership | — | — | — | $17K | <0.1% | |
| Scwab Target 2015 Index Registered Investment Company | — | — | — | $10K | <0.1% |
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