Original filing (PDF)20251014151657NAL0004369072001

SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC

Name: SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC — SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC

Form 5500

FILING_RECEIVED

SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

34% in single holding~76 bps in Sched C fees

Active participants

162

Accounts w/ balance

167

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

How this plan invests

This plan

79 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC.

Plan sponsor

Name

SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC

EIN

26-3120962

Address

8080 BLUEBONNET BLVD · BATON ROUGE, LA · 70810

Phone

(225) 408-8080

Industry

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORD KEEPER	$27K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISORS, LLC	36-3258176	—	ADVISER	$15K	—
CETERA ADVISORS

Investments

79 direct securities· $24.1M(100% of reported assets)

Other securities

$23.8M

74 holdings

Common Stock

$250K

4 holdings

Bonds / Notes

$62K

1 holding

					% of plan
Represents a party-in-interest as defined by ERISA.	Other securities	—	—	$8.4M	100.0%
As Divrs Cap Bldr Inst Shares of Mutual Funds	Other securities	—	—	$820K	9.7%
Allspring Global Diversified Capital Builder Fund	Other securities	—	—	$820K	9.7%
Janus Henderson Enterprise Fund	Other securities	—	—	$731K	8.7%
Jnshndrsn Entrp I Shares of Mutual Funds	Other securities	—	—	$731K	8.7%
Trowepr Rtrmt 2040 Shares of Mutual Funds	Other securities	—	—	$665K	7.9%
T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$665K	7.9%
T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$640K	7.6%
Trowepr Rtrmt 2045 Shares of Mutual Funds	Other securities	—	—	$640K	7.6%
Amfds New Prspct R6 Shares of Mutual Funds	Other securities	—	—	$558K	6.6%
American Funds New Perspective Fund Class R6	Other securities	—	—	$558K	6.6%
T. Rowe Price Retirement 2055 Fund	Other securities	—	—	$557K	6.6%
Alliance Bernstein Large Cap Growth Fund	Other securities	—	—	$539K	6.4%
Ab Lgcap Gr I Shares of Mutual Funds	Other securities	—	—	$539K	6.4%
Amfds Am Bal R6 Shares of Mutual Funds	Other securities	—	—	$406K	4.8%
American Funds Balanced Fund Class R6	Other securities	—	—	$406K	4.8%
Putnam Large Cap Value Fund	Other securities	—	—	$347K	4.1%
Amcent Ultra R6 Shares of Mutual Funds	Other securities	—	—	$329K	3.9%
American Century Ultra Fund R6 Class	Other securities	—	—	$329K	3.9%
Trowepr Rtrmt 2050 Shares of Mutual Funds	Other securities	—	—	$314K	3.7%
T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$314K	3.7%
Trowepr Rtrmt 2030 Shares of Mutual Funds	Other securities	—	—	$286K	3.4%
T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$286K	3.4%
Pimco Stkplsintdlrhdg Inst Shares of Mutual Funds	Other securities	—	—	$261K	3.1%
PIMCO StocksPlus International	Other securities	—	—	$261K	3.1%
Trowepr Rtrmt 2035 Shares of Mutual Funds	Other securities	—	—	$260K	3.1%
T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$260K	3.1%
Trowepr Rtrmt 2025 Shares of Mutual Funds	Other securities	—	—	$238K	2.8%
T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$238K	2.8%
Blackrock Advantage Global Investor A	Other securities	—	—	$165K	2.0%
Blkrk Glbl Smcap Inv A Shares of Mutual Funds	Other securities	—	—	$165K	2.0%
Gdmnscs Inc Bldr Inst Shares of Mutual Funds	Common Stock	—	—	$151K	1.8%
Goldman Sachs Income Builder Fund	Other securities	—	—	$151K	1.8%
American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$143K	1.7%
Amcent Mdcap Val R6 Shares of Mutual Funds	Other securities	—	—	$143K	1.7%
Col Smcap Gr Inst3 Shares of Mutual Funds	Other securities	—	—	$115K	1.4%
Columbia Capital Small Cap Growth Inst3	Other securities	—	—	$115K	1.4%
Amfds Gr R6 Shares of Mutual Funds	Other securities	—	—	$114K	1.3%
American Funds Growth Fund of America Class R-6	Other securities	—	—	$114K	1.3%
Trowepr Divd Gr I Shares of Mutual Funds	Other securities	—	—	$80K	1.0%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$80K	1.0%
Vanguard Strategic Small-Cap Equity Fund	Other securities	—	—	$71K	0.8%
Vngrd Strat Smcap Eq Inv Shares of Mutual Funds	Other securities	—	—	$71K	0.8%
Invesco Corporate Bond Fund R5 ** 31 Janus Henderson Balanced N Fund	Other securities	—	—	$63K	0.7%
Invsco Corp Bd R5 Shares of Mutual Funds ** 31 Jnshndrsn Bal N Shares of Mutual Funds	Common Stock	—	—	$63K	0.7%
Notes receivable from participants 5.25% - 10.50% -	Bonds / Notes	—	—	$62K	0.7%
Trowepr Rtrmt 2060 Shares of Mutual Funds	Other securities	—	—	$57K	0.7%
T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$57K	0.7%
Columbia Capital Balanced A Fund	Other securities	—	—	$55K	0.7%
Col Cap Alloc Bal A Shares of Mutual Funds	Other securities	—	—	$55K	0.7%