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Original filing (PDF)20251007113309NAL0002425699001
INDIANAPOLIS NEUROSURGICAL GRP, P.C DBA GOODMAN CAMPBELL BRAIN & SPINE
Form 5500
FILING_RECEIVED
GOODMAN CAMPBELL BRAIN AND SPINE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
262
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIANAPOLIS NEUROSURGICAL GRP, P.C DBA GOODMAN CAMPBELL BRAIN & SPINE.
Plan sponsor
Name
INDIANAPOLIS NEUROSURGICAL GRP, P.C DBA GOODMAN CAMPBELL BRAIN & SPINE
DBA
GOODMAN CAMPBELL BRAIN AND SPINE
EIN
35-1278550
Address
13345 ILLINOIS ST. · CARMEL, IN · 46032
Phone
(317) 396-1385
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $39K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $17K | — |
Investments
25 direct securities · 1 pooled fund· $73.9M(98% 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
$72.2M
25 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $17.4M | 23.1% | |
| MainStay Winslow Large Cap Growth I 1,449,988 | — | — | — | $17.2M | 22.8% | |
| Fidelity 500 Index Inst Prem 29,271 | — | — | — | $6.0M | 7.9% | |
| T. Rowe Price Retirement 2050 Fund I 242,861 | — | — | — | $4.6M | 6.1% | |
| T. Rowe Price Retirement 2030 Fund I 175,000 | — | — | — | $4.5M | 5.9% | |
| T. Rowe Price Retirement 2040 Fund I 139,235 | — | — | — | $4.3M | 5.6% | |
| T. Rowe Price Integrated US Small-Cap Gr Eq 82,257 | — | — | — | $3.5M | 4.7% | |
| T. Rowe Price Retirement 2035 Fund I 113,620 | — | — | — | $2.4M | 3.2% | |
| T. Rowe Price Retirement 2045 Fund I 83,037 | — | — | — | $1.8M | 2.5% | |
| NEW YORK LIFE ANCHOR - SERIES 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| T. Rowe Price Retirement 2025 Fund I 97,242 | — | — | — | $1.6M | 2.1% | |
| T. Rowe Price Retirement 2055 Fund I 68,508 | — | — | — | $1.4M | 1.8% | |
| MFS Intl Diversification R3 50,598 | — | — | — | $1.1M | 1.5% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value A 24,273 | — | — | — | $1.1M | 1.5% | |
| JHancock Disciplined Value R6 44,734 | — | — | — | $1.0M | 1.3% | |
| T. Rowe Price Mid-Cap Growth 9,487 | — | — | — | $946K | 1.3% | |
| T. Rowe Price Retirement 2020 Fund I 36,368 | — | — | — | $676K | 0.9% | |
| PIMCO Total Return A 78,730 | — | — | — | $668K | 0.9% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS - CASH, INTEREST-BEARING | — | — | — | $447K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund I 26,711 | — | — | — | $443K | 0.6% | |
| T. Rowe Price Retirement 2010 Fund I 27,071 | — | — | — | $410K | 0.5% | |
| Thornburg Limited Term Income R5 16,084 | — | — | — | $207K | 0.3% | |
| Fidelity Total International Index Inst Prem 14,200 | — | — | — | $191K | 0.3% | |
| American Century Small Cap Value R6 12,948 | — | — | — | $137K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund I 9,655 | — | — | — | $121K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund I 1,383 | — | — | — | $18K | <0.1% |