Original filing (PDF)20251009110224NAL0003840547001

Society Hill Anesthesia, P.C.

Name: Society Hill Anesthesia, P.C. — Society Hill, Form 5500 (2024)
Creator: Society Hill Anesthesia, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Society Hill Anesthesia Consultants, P.C. 401(k) Plan

401(k) retirement plan · Society Hill Anesthesia, P.C.'s Society Hill Anesthesia Consultants, P.C. 401(k) Plan held $102.7M in plan assets for 173 participants in 2024, with GWFS Equities Inc. as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

173

Accounts w/ balance

231

Plan assets (EOY)

$102.7M

Net assets (EOY)

$102.7M

How this plan invests

This plan

1 pooled trust

Schedule D

40 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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOCIETY HILL ANESTHESIA, P.C.

EIN

23-3030169all filings

Address

301 SOUTH 8TH STREET, SUITE 2L · PHILADELPHIA, PA · 191064000

Phone

(267) 322-7702

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

2025-10-09

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GWFS EQUITIES INC	84-0965407	GREENWOOD VILLAGE, CO	RECORDKEEPER	$96K	—

Investments

40 direct securities · 1 pooled fund· $100.2M(98% 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.

Mutual Funds

$83.0M

32 holdings

Common Collective Trusts

$7.7M

2 holdings

Common Collective Trust

$4.8M

1 holding

Self-Directed Brokerage

$3.5M

2 holdings

Other securities

$739K

3 holdings

Bonds / Notes

$386K

1 holding

					% of plan
Vanguard Target Retirement 2030 Inv Mutual Funds	Mutual Funds	—	—	$15.9M	15.5%
Vanguard Target Retirement 2025 Inv Mutual Funds	Mutual Funds	—	—	$15.5M	15.1%
Vanguard Target Retirement 2045 Inv Mutual Funds	Mutual Funds	—	—	$9.4M	9.1%
Vanguard Target Retirement 2040 Inv Mutual Funds	Mutual Funds	—	—	$9.2M	8.9%
Vanguard Target Retirement 2050 Inv Mutual Funds	Mutual Funds	—	—	$8.4M	8.1%
Vanguard Target Retirement 2035 Inv Mutual Funds	Mutual Funds	—	—	$6.3M	6.2%
Vanguard 500 Index Admiral Mutual Funds	Common Collective Trusts	—	—	$6.0M	5.8%
Vanguard Target Retirement 2020 Inv Mutual Funds	Mutual Funds	—	—	$5.7M	5.5%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$4.8M	4.7%
Empower SDB Sweep Program Self-Directed Accounts	Self-Directed Brokerage	—	—	$3.5M	3.4%
Vanguard Target Retirement 2055 Inv Mutual Funds	Mutual Funds	—	—	$2.8M	2.7%
Vanguard Information Tech Idx Adm Mutual Funds	Common Collective Trusts	—	—	$1.8M	1.7%
Vanguard Growth Index Admiral Mutual Funds	Mutual Funds	—	—	$1.7M	1.7%
Vanguard Target Retirement Income Inv Mutual Funds	Mutual Funds	—	—	$1.7M	1.6%
Vanguard Lifestrategy Moderate Growth Mutual Funds	Mutual Funds	—	—	$1.5M	1.5%
Vanguard Small Cap Index Adm Mutual Funds	Mutual Funds	—	—	$752K	0.7%
Vanguard Mid Cap Index Admiral Mutual Funds	Mutual Funds	—	—	$510K	0.5%
Vanguard Small Cap Growth Index Admiral Mutual Funds	Mutual Funds	—	—	$491K	0.5%
Vanguard Value Index Admiral Mutual Funds	Mutual Funds	—	—	$440K	0.4%
PGIM Total Return Bond R6 Mutual Funds	Other securities	—	—	$424K	0.4%
Vanguard Total Intl Stock Index Admiral Mutual Funds	Mutual Funds	—	—	$389K	0.4%
Participant Loans Interest rate from 4.25% - 9.50% -	Bonds / Notes	—	—	$386K	0.4%
American Funds American Balanced R6 Mutual Funds	Mutual Funds	—	—	$362K	0.4%
Vanguard Target Retirement 2060 Inv Mutual Funds	Mutual Funds	—	—	$352K	0.3%
Vanguard Mid Cap Growth Index Admiral Mutual Funds	Mutual Funds	—	—	$318K	0.3%
Vanguard Small Cap Value Index Admiral Mutual Funds	Mutual Funds	—	—	$272K	0.3%
American Century Sustainable Equity Inv Mutual Funds	Other securities	—	—	$268K	0.3%
Vanguard Lifestrategy Growth Inv Mutual Funds	Mutual Funds	—	—	$222K	0.2%
Vanguard Mid Cap Value Index Admiral Mutual Funds	Mutual Funds	—	—	$213K	0.2%
Vanguard Health Care Adm Mutual Funds	Mutual Funds	—	—	$148K	0.1%
Vanguard Lifestrategy Income inv Mutual Funds	Mutual Funds	—	—	$136K	0.1%
American Funds New World R6 Mutual Funds	Mutual Funds	—	—	$108K	0.1%
Vanguard Real Estate Index Admiral Mutual Funds	Mutual Funds	—	—	$101K	<0.1%
PIMCO Income Instl Mutual Funds	Mutual Funds	—	—	$68K	<0.1%
Vanguard Lifestrategy Cnsrv Gr Inv Mutual Funds	Mutual Funds	—	—	$58K	<0.1%
PGIM Short-Term Corporate BD R6 Mutual Funds	Other securities	—	—	$47K	<0.1%
American Funds Europacific GR R6 Mutual Funds	Mutual Funds	—	—	$32K	<0.1%
Empower SDB Roth Self-Directed Accounts	Self-Directed Brokerage	—	—	$23K	<0.1%
DFA International Value I Mutual Funds	Mutual Funds	—	—	$15K	<0.1%
Vanguard Target Retirement 2065 Inv Mutual Funds	Mutual Funds	—	—	$14K	<0.1%
Vanguard Materials Index Adm Mutual Funds	Mutual Funds	—	—	$13K	<0.1%