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Original filing (PDF)20251014172902NAL0004632192001
ANESTHESIOLOGY SERVICES NETWORK LTD
Form 5500
FILING_RECEIVED
ANESTHESIOLOGY SERVICES NETWORK, LTD. 401(K) PROFIT SHARING
401(k) retirement plan
Signals · 1
10% employer stock
Active participants
176
Accounts w/ balance
187
Plan assets (EOY)
$159.4M
Net assets (EOY)
$159.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 10% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANESTHESIOLOGY SERVICES NETWORK LTD.
Plan sponsor
Name
ANESTHESIOLOGY SERVICES NETWORK LTD
EIN
34-1835062
Address
1 WYOMING ST · DAYTON, OH · 45409
Phone
(937) 208-3720
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
3F · Sponsor used leased employees
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FLAGEL HUBER FLAGEL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $54K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $19K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
31 direct securities · 1 pooled fund· $161.8M(100% 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
$159.4M
31 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity brokeragelink Self-directed - registered investment companies (y) | — | — | — | $24.2M | 15.2% | |
| Fidelity brokeragelink Self-directed - common stocks (y) | — | — | — | $16.2M | 10.2% | |
| Fidelity 500 Index Registered investment company (y) | — | — | — | $12.2M | 7.7% | |
| Vanguard Target Return 2030 Registered investment company (y) | — | — | — | $11.9M | 7.5% | |
| AF Grth Fund Amer Registered investment company (y) | — | — | — | $9.3M | 5.8% | |
| Vanguard Target Return 2035 Registered investment company (y) | — | — | — | $8.9M | 5.6% | |
| AF Balanced R6 Registered investment company (y) | — | — | — | $7.6M | 4.7% | |
| Vanguard Target Return 2040 Registered investment company (y) | — | — | — | $7.5M | 4.7% | |
| Vanguard Target Return 2045 Registered investment company (y) | — | — | — | $7.1M | 4.5% | |
| Vanguard Target Return 2050 Registered investment company (y) | — | — | — | $5.5M | 3.5% | |
| DFA US Lg Cap Val Registered investment company (y) | — | — | — | $5.5M | 3.4% | |
| Pimco Income Inst Registered investment company (y) | — | — | — | $4.0M | 2.5% | |
| Vanguard Mdcpgr Idx Adm Registered investment company (y) | — | — | — | $3.7M | 2.3% | |
| AF Cap Inc Builder Registered investment company (y) | — | — | — | $3.4M | 2.2% | |
| Fidelity brokeragelink Self-directed - money market (y) | — | — | — | $3.4M | 2.1% | |
| JPM Midcap Value Registered investment company (y) | — | — | — | $3.1M | 1.9% | |
| Vanguard Target Return 2025 Registered investment company (y) | — | — | — | $2.9M | 1.8% | |
| Vanguard Explorer Adm Registered investment company (y) | — | — | — | $2.8M | 1.8% | |
| Vanguard Target Ret 2055 Registered investment company (y) | — | — | — | $2.7M | 1.7% | |
| WF Stable Fund Common/collective trust (y) | — | — | — | $2.4M | 1.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.5% | |
| JH Global Equity Inc Registered investment company (y) | — | — | — | $2.4M | 1.5% | |
| Fidelity Capital & Income Registered investment company (y) | — | — | — | $2.3M | 1.5% | |
| DFA US Target Val Registered investment company (y) | — | — | — | $2.2M | 1.4% | |
| AF New World Registered investment company (y) | — | — | — | $1.7M | 1.1% | |
| Vanguard Target Return 2020 Registered investment company (y) | — | — | — | $1.7M | 1.0% | |
| Opp Intl SM Mid Co Registered investment company (y) | — | — | — | $1.6M | 1.0% | |
| Vanguard Target Return 2060 Registered investment company (y) | — | — | — | $1.6M | 1.0% | |
| JH Invt Grade Bond Registered investment company (y) | — | — | — | $1.1M | 0.7% | |
| Participant loans Low: 5.25% High: 10.50% 0 | — | — | — | $317K | 0.2% | |
| Vanguard Target Return Inc Registered investment company (y) | — | — | — | $73K | <0.1% | |
| Fidelity Govt Money Market Money market (y) | — | — | — | $63K | <0.1% |
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