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Original filing (PDF)20250826081911NAL0008540113001
MIDWEST ANESTHESIA PARTNERS LLC
Form 5500
FILING_RECEIVED
MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S PLAN
401(k) retirement plan
Signals · 3
44% in single holdingNo recordkeeper disclosed6 service providers
Active participants
108
Accounts w/ balance
227
Plan assets (EOY)
$139.7M
Net assets (EOY)
$139.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Account * Charles Schwab & Co., Inc. Personal Choice Retirement Account (1)" is 44% of plan.
- 30 bps in Schedule C fees — 203% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST ANESTHESIA PARTNERS LLC.
Plan sponsor
Name
MIDWEST ANESTHESIA PARTNERS LLC
EIN
36-4093188
Address
387 SHUMAN BLVD., SUITE 240W · NAPERVILLE, IL · 60563
Phone
(630) 868-2200
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
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 CPA S P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $355K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $38K | — |
| MARK BELL ADVISORY SERVICES IN | 36-3734812 | — | NONE | $15K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $8K | — |
| WAKEFIELD ASSET MGMT LLLP | 20-8251802 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
27 direct securities· $139.5M(100% of reported assets)
Uncategorized
$139.2M
26 holdings
Mutual Funds
$242K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account * Charles Schwab & Co., Inc. Personal Choice Retirement Account (1) | — | — | — | $67.3M | 48.2% | |
| PIMCO TOTAL RETURN FUND Registered Investment Company | — | — | — | $10.0M | 7.2% | |
| Vanguard Growth Index Fund - Adm (1) | — | — | — | $9.3M | 6.7% | |
| Fidelity 500 Index (1) | — | — | — | $9.2M | 6.6% | |
| DFA U.S. Large Cap Value III (1) | — | — | — | $8.8M | 6.3% | |
| DFA International Core Equity Portfolio - Instl (1) | — | — | — | $5.0M | 3.6% | |
| Vanguard Mid-Cap Index Fund - Adm (1) | — | — | — | $4.3M | 3.1% | |
| DFA U.S. Targeted Value Portfolio - Instl (1) | — | — | — | $4.3M | 3.1% | |
| Fund Advisors DFA Emerging Markets Core Equity Portfolio - Instl (1) | — | — | — | $3.4M | 2.4% | |
| Vanguard Inflation-Protected Securities Fund - Adm (1) | — | — | — | $2.8M | 2.0% | |
| DFA Global Real Estate Securities Portfolio - Instl (1) | — | — | — | $2.7M | 1.9% | |
| DFA International Small Cap Value Portfolio - Instl (1) | — | — | — | $2.5M | 1.8% | |
| Vanguard Total Bond Market Index Fund - Adm (1) | — | — | — | $1.5M | 1.1% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | — | — | — | $1.3M | 1.0% | |
| Vanguard Small-Cap Growth Index Fund - Adm (1) | — | — | — | $1.1M | 0.8% | |
| DFA U.S. Small Cap Portfolio - Instl (1) | — | — | — | $953K | 0.7% | |
| VANGUARD INTL GROWTH ADMIRAL Registered Investment Company | — | — | — | $735K | 0.5% | |
| Schwab Funds Schwab Value Advantage Money Fund - Ultra (1) | — | — | — | $676K | 0.5% | |
| Vanguard International Explorer Fund - Inv (1) | — | — | — | $548K | 0.4% | |
| PIMCO Investment Grade Credit Bond Fund - Instl (1) | — | — | — | $535K | 0.4% | |
| DFA International Value III (1) | — | — | — | $531K | 0.4% | |
| Vanguard Real Estate Index Fund - Adm (1) | — | — | — | $518K | 0.4% | |
| DFA Intermediate Government Fixed Income Portfolio - Instl (1) | — | — | — | $452K | 0.3% | |
| DFA Emerging Markets Value Portfolio - Instl (1) | — | — | — | $392K | 0.3% | |
| PIMCO All Asset Fund - Instl (1) | — | — | — | $325K | 0.2% | |
| Dimensional DFA Commodity Strategy Portfolio - Instl (1) | Mutual Funds | — | — | $242K | 0.2% | |
| Participant Loans (interest rate range 5.00%-9.50%) - | — | — | — | $110K | <0.1% |