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Original filing (PDF)20251007093845NAL0004385729001
ALLIED PHYSICIANS SURGERY CENTER, LLC
Form 5500
FILING_RECEIVED
ALLIED PHYSICIANS SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
142
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED PHYSICIANS SURGERY CENTER, LLC.
Plan sponsor
Name
ALLIED PHYSICIANS SURGERY CENTER, LLC
EIN
35-2057452
Address
53990 CARMICHAEL DRIVE, SUITE 100 · SOUTH BEND, IN · 46635
Phone
(574) 243-9700
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | — | NONE | $30K | — |
| MEEDER ADVISORY SERVICES, INC. | 31-1332744 | — | NONE | $21K | — |
| LATITUDE SERVICE COMPANY, INC | 82-1371994 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK | 86-3967259 | — | NONE | $2 | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $0 | — |
Investments
36 direct securities· $12.7M(100% of reported assets)
Uncategorized
$12.1M
35 holdings
Mutual Funds
$678K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund (1) | — | — | — | $2.6M | 20.2% | |
| Vanguard Developed Markets Index Mutual Fund (1) | — | — | — | $1.7M | 13.1% | |
| Schwab Government Money Fund Mutual Fund (1) 18 AB Large Cap Growth Z Mutual Fund (1) | — | — | — | $1.3M | 10.3% | |
| Vanguard Total World Stock Index Admiral Mutual Fund (1) 139 Vanguard Value Index Admiral Mutual Fund (1) | — | — | — | $865K | 6.8% | |
| Self Directed Brokerage (1) | Mutual Funds | — | — | $678K | 5.3% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | — | — | — | $657K | 5.2% | |
| Vanguard Equity Inc Fund Admiral Mutual Fund (1) | — | — | — | $634K | 5.0% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | — | — | — | $537K | 4.2% | |
| Unit Investment Trusts Self Directed Brokerage (1) | — | — | — | $481K | 3.8% | |
| JPMorgan Small Cap Equity Mutual Fund (1) | — | — | — | $417K | 3.3% | |
| Cash Self Directed Brokerage (1) 206 Goldman Sachs Emerging Markets Eq Insights R6 Common Collective Trust (1) | — | — | — | $404K | 3.2% | |
| Columbia Small Cap Value II CL Mutual Fund (1) | — | — | — | $401K | 3.1% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | — | — | — | $280K | 2.2% | |
| Vanguard 500 Index Fund Mutual Fund (1) | — | — | — | $271K | 2.1% | |
| Vanguard Target Retirement 2030 Mutual Fund (1) | — | — | — | $235K | 1.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund (1) | — | — | — | $161K | 1.3% | |
| Fidelity Adv Total Bond Fund Mutual Fund (1) | — | — | — | $157K | 1.2% | |
| Guggenheim Total Return Bond Inst Mutual Fund (1) | — | — | — | $154K | 1.2% | |
| MFS Mid Cap Value R6 Mutual Fund (1) | — | — | — | $151K | 1.2% | |
| Baird Core Plus Bond Instl Mutual Fund (1) | — | — | — | $140K | 1.1% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | — | — | — | $111K | 0.9% | |
| Cash and cash equivalents (1) | — | — | — | $66K | 0.5% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | — | — | — | $52K | 0.4% | |
| Lord Abbet High Yield Fdcl Mutual Fund (1) | — | — | — | $48K | 0.4% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) | — | — | — | $44K | 0.3% | |
| Edgewood Growth Instl Mutual Fund (1) | — | — | — | $35K | 0.3% | |
| MFS International Equity Mutual Fund (1) | — | — | — | $34K | 0.3% | |
| PIMCO Income Fund Inst CL Mutual Fund (1) | — | — | — | $30K | 0.2% | |
| American FD American Mutual Fund (1) | — | — | — | $30K | 0.2% | |
| Payden Emerging Markets Bond Mutual Fund (1) | — | — | — | $23K | 0.2% | |
| Self-Directed Brokerage Common Stock Self Directed Brokerage (1) | — | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | — | — | — | $17K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund (1) | — | — | — | $16K | 0.1% | |
| Vangard Real Estate Index Fund Admiral Mutual Fund (1) 41 Vanguard Small Cap I Mutual Fund (1) | — | — | — | $15K | 0.1% | |
| MFS Mid Cap Growth R6 Mutual Fund (1) | — | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | — | — | — | $9K | <0.1% |
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