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Original filing (PDF)20251014161118NAL0001665907001
TEXANS ANESTHESIA ASSOCIATES PLLC
Form 5500
FILING_RECEIVED
TEXANS ANESTHESIOLOGY ASSOCIATES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
125
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXANS ANESTHESIA ASSOCIATES PLLC.
Plan sponsor
Name
TEXANS ANESTHESIA ASSOCIATES PLLC
EIN
26-0507982
Address
9525 KATY FREEWAY, #206 · HOUSTON, TX · 77024
Phone
(713) 400-2990
Industry
Offices of Physicians· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | SERVICE PROVIDER | $10K | — |
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
Investments
33 direct securities · 1 pooled fund· $44.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.6M
33 holdings
Pooled Separate Account
$21.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.9M | 94.4% | |
| VRIAC Vangrd 500 Index Fund Adm a | — | — | — | $4.9M | 21.3% | |
| VRIAC Vangrd Trgt Retire 2030 Fd a | — | — | — | $3.4M | 14.9% | |
| VRIAC Vangrd Trgt Retire 2050 Fd a | — | — | — | $1.9M | 8.0% | |
| VRIAC Vangrd Equity Income Fund Inv a | — | — | — | $1.8M | 7.8% | |
| VRIAC Vangrd Trgt Retire 2040 Fd a | — | — | — | $1.5M | 6.6% | |
| VRIAC Vangrd Trgt Retire 2055 Fd a | — | — | — | $1.2M | 5.1% | |
| VRIAC American Innovation a | — | — | — | $970K | 4.2% | |
| VRIAC Vangrd Small-Cap Index Fnd Adm a | — | — | — | $942K | 4.1% | |
| VRIAC Vangrd Trgt Retire 2045 Fd a | — | — | — | $700K | 3.0% | |
| VRIAC Voya Fixed Account (4062) a | — | — | — | $617K | 2.7% | |
| VRIAC Franklin Sm Cap Value Fnd R6 a | — | — | — | $603K | 2.6% | |
| VRIAC PGIM Total Return Bond Fund R6 a | — | — | — | $551K | 2.4% | |
| VRIAC Vangrd Dev Mkts Index Fd Adm a | — | — | — | $528K | 2.3% | |
| VRIAC AmCen Mid Cap Value Fund R6 a | — | — | — | $446K | 1.9% | |
| VRIAC Vangrd Intl Grw Fnd Adm a | — | — | — | $343K | 1.5% | |
| VRIAC Vangrd Mid-Cap Index Fund Adm a | — | — | — | $286K | 1.2% | |
| VRIAC Vangrd Md-Cap Grw Index Fd Adm a | — | — | — | $280K | 1.2% | |
| VRIAC American Funds Am Balanced R6 a | — | — | — | $203K | 0.9% | |
| VRIAC Vangrd Sm-Cap Grw Index Fd Adm a | — | — | — | $182K | 0.8% | |
| VRIAC Vangrd Em Mkts Stk Ind Fd Adm a | — | — | — | $169K | 0.7% | |
| VRIAC Vangrd Trgt Retire 2065 Fd a | — | — | — | $168K | 0.7% | |
| VRIAC Vangrd REIT Index Fund Adm a | — | — | — | $155K | 0.7% | |
| VRIAC Vangrd Trgt Retire 2060 Fd a | — | — | — | $127K | 0.5% | |
| Participant loans accounts through July 2029 | — | — | — | $111K | 0.5% | |
| VRIAC PGIM High Yield Fund R6 a | — | — | — | $107K | 0.5% | |
| VRIAC Vangrd Trgt Retire 2035 Fd a | — | — | — | $103K | 0.4% | |
| VRIAC Vangrd Trgt Retire 2020 Fd a | — | — | — | $75K | 0.3% | |
| VRIAC T Rowe Price Retire Balance I a | — | — | — | $69K | 0.3% | |
| VRIAC Vangrd Infl-Prt Secs Fund Adm a | — | — | — | $48K | 0.2% | |
| VRIAC Vangrd Trgt Retire Inc Fd a | — | — | — | $40K | 0.2% | |
| VRIAC PIMCO Intl Bd Fd (US Dl-Hdg) I a | — | — | — | $19K | <0.1% | |
| VRIAC Voya Gv Mny Mkt F A (Hld Acct) a | — | — | — | $4K | <0.1% | |
| VRIAC American Funds Gr Inc Pt R6 a | — | — | — | $2K | <0.1% |