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Original filing (PDF)20250815104843NAL0012705136001
PREMIER ANESTHESIA OF PENNSYLVANIA, P.C.
Form 5500
FILING_RECEIVED
PREMIER ANESTHESIA 401(K) PLAN
401(k) retirement plan
Signals · 1
8 service providers
Active participants
99
Accounts w/ balance
122
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
65
Vendor stack
88
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER ANESTHESIA OF PENNSYLVANIA, P.C..
Plan sponsor
Name
PREMIER ANESTHESIA OF PENNSYLVANIA, P.C.
EIN
27-2846919
Address
2655 NORTHWINDS PARKWAY · ALPHARETTA, GA · 30009
Phone
(770) 643-5500
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
ECONOMIC GROUP PENSION SERVICES LLC
EIN
86-2963468
City
FRANKLIN SQUARE, NY
Phone
(484) 531-5010
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILLIAMS BENATOR & LIBBY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | INVESTMENT ADVISORY | $6K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| EGPS | 13-3180178 | — | CONTRACT ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WBL | 58-1460137 | — | ACCOUNTANT | $27K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK | 58-0511774 | — | LEGAL | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV. PARTICIPANTS | $0 | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INV ADV. PARTICIPANTS | $0 | — |
Investments
30 direct securities · 1 pooled fund· $11.3M(89% 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
$11.1M
30 holdings
Common Collective Trust
$227K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2050 Institutional Fund Mutual Fund | — | — | — | $1.3M | 10.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.2M | 9.2% | |
| PIMCO RealPath Blend 2040 Institutional Fund Mutual Fund | — | — | — | $1.1M | 9.0% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $1.1M | 8.9% | |
| PIMCO RealPath Blend 2035 Institutional Fund Mutual Fund | — | — | — | $1.0M | 7.9% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $967K | 7.6% | |
| PIMCO RealPath Blend 2055 Institutional Fund Mutual Fund | — | — | — | $661K | 5.2% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | — | — | — | $624K | 4.9% | |
| PIMCO RealPath Blend 2025 Institutional Fund Mutual Fund | — | — | — | $519K | 4.1% | |
| PIMCO RealPath Blend 2030 Institutional Fund Mutual Fund | — | — | — | $513K | 4.0% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $347K | 2.7% | |
| JP Morgan Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $253K | 2.0% | |
| Fidelity Advisor Small Cap Growth Z Fund Mutual Fund | — | — | — | $239K | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $227K | 1.8% | |
| T. Rowe Price Overseas Stock I Fund Mutual Fund | — | — | — | $184K | 1.4% | |
| Principal MidCap Value I R6 Fund Mutual Fund | — | — | — | $160K | 1.3% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Fund | — | — | — | $144K | 1.1% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $125K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $106K | 0.8% | |
| PIMCO RealPath Blend Income Institutional Fund Mutual Fund | — | — | — | $98K | 0.8% | |
| PIMCO RealPath Blend 2060 Institutional Fund Mutual Fund | — | — | — | $95K | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $77K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $48K | 0.4% | |
| Undiscovered Managers Behavioral Value R6 Fund Mutual Fund | — | — | — | $35K | 0.3% | |
| American Funds Bond Fund of America R6 Fund Mutual Fund | — | — | — | $32K | 0.3% | |
| Vanguard International Growth Admiral Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Interest Identity of Issuer, Borrower, Lessor, or Similar Party Maturity Value American Funds American Balanced R6 Fund Mutual Fund | — | — | — | $20K | 0.2% | |
| PIMCO RealPath Blend 2065 Institutional Fund Mutual Fund | — | — | — | $17K | 0.1% | |
| American Funds New World R6 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | — | — | — | $4K | <0.1% | |
| T. Rowe Price Global Multi-Sector Bond I Fund Mutual Fund | — | — | — | $2K | <0.1% |