Back to filter
Original filing (PDF)20251014084712NAL0003410080001
ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS
Form 5500
FILING_RECEIVED
ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS 401(K) PLAN
401(k) retirement plan
Active participants
383
Accounts w/ balance
456
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS.
Plan sponsor
Name
ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS
EIN
37-1756864
Address
4545 FULLER DR · SUITE 100 · IRVING, TX · 75038
Phone
(469) 995-8416
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
2025-10-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADLO AND CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $25K | — |
Investments
26 direct securities · 1 pooled fund· $14.8M(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
$14.6M
26 holdings
Common Collective Trust
$227K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $2.4M | 16.3% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $2.2M | 14.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $2.0M | 13.4% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $1.2M | 8.2% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $1.1M | 7.3% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $1.0M | 6.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $897K | 6.1% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $755K | 5.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $669K | 4.5% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $555K | 3.8% | |
| various dates through June 2034. | — | — | — | $508K | 3.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $227K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $201K | 1.4% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $155K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $148K | 1.0% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $142K | 1.0% | |
| Fidelity Global ex US Index Fund Mutual Fund | — | — | — | $138K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $136K | 0.9% | |
| American Funds New World Fund Mutual Fund | — | — | — | $118K | 0.8% | |
| AB Small Cap Growth Portfolio Mutual Fund | — | — | — | $71K | 0.5% | |
| DWS RREEF Real Estate Securities Fund Mutual Fund | — | — | — | $56K | 0.4% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $49K | 0.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $29K | 0.2% | |
| Fidelity International Capital Appreciation Fund Mutual Fund | — | — | — | $19K | 0.1% | |
| BlackRock Income Fund Mutual Fund | — | — | — | $19K | 0.1% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | — | — | — | $4K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
PATHOLOGY ASSOCIATES OF COLUMBUS, INC. DBA CENTRAL OHIO PATHOLOGY ASSO
PATHOLOGY ASSOCIATES OF COLUMBUS, INC. DBA CENTRAL OHIO PATHOLOGY SAVINGS PLAN
$14.8M · 11 participants
NEPHROLOGY ASSOCIATES, P.A.
NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN
$14.7M · 10 participants
GOVERNMENT SCIENTIFIC SOURCE, INC.
GSS 401(K) PLAN
$14.7M · 207 participants
BROWN & ASSOCIATES MEDICAL LABORATORIES, LLP
BAML RETIREMENT AND PROFIT SHARING PLAN
$14.8M · 36 participants
CGSR, INC. DBA MEADOWBROOK HEALTHCARE
MEADOWBROOK NURSING HOME 401(K) PLAN
$14.6M · 162 participants
NASHVILLE DENTAL, INC.
NASHVILLE DENTAL, INC. 401K PLAN
$14.4M · 118 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants