Original filing (PDF)20231016172152NAL0025566675001

AMBULATORY SERVICES OF AMERICA, INC

Name: AMBULATORY SERVICES OF AMERICA, INC — AMBULATORY SERVICES OF AMERICA, INC. 401(K) PLAN, Form 5500 (2022)
Creator: AMBULATORY SERVICES OF AMERICA, INC

Form 5500

FILING_RECEIVED

AMBULATORY SERVICES OF AMERICA, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

7 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMBULATORY SERVICES OF AMERICA, INC.

Plan sponsor

Name

AMBULATORY SERVICES OF AMERICA, INC

EIN

26-1417156

Address

5851 LEGACY CIRCLE · SUITE 900 · PLANO, TX · 75024

Phone

(214) 736-2700

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-02

Filed

2023-10-16

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL RETIREMENT INSURANCE	06-1050034	—	NONE	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	43-1270780	—	INVESTMENT ADVISOR	$20K	—

Investments

7 pooled funds· $0

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.

			% of plan
COLUMBIA DIVIDEND VAL ISP PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 785	Pooled Separate Account	$0	—
CORE PLUS BOND / PGIM FD PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 299	Pooled Separate Account	$0	—
HIGH YIELD BOND / PRU PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 300	Pooled Separate Account	$0	—
LCG/JP MORGAN INV MGMT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 141	Pooled Separate Account	$0	—
MID CAP GROWTH I PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 409	Pooled Separate Account	$0	—
PRU DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 697	Pooled Separate Account	$0	—
SCG I (MANAGED BY BROWN) PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 650	Pooled Separate Account	$0	—