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Original filing (PDF)20251014103219NAL0002531745001
HURON GASTROENTEROLOGY ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
HURON GASTROENTEROLOGY ASSOCIATES, P.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
197
Accounts w/ balance
222
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURON GASTROENTEROLOGY ASSOCIATES, P.C..
Plan sponsor
Name
HURON GASTROENTEROLOGY ASSOCIATES, P.C.
EIN
38-2073464
Address
5300 ELLIOTT DRIVE · YPSILANTI, MI · 48197
Phone
(734) 528-5388
Industry
Offices of Physicians· 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEINLANDER FITZHUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $7K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $6K | — |
Investments
29 direct securities · 1 pooled fund· $29.6M(96% 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
$28.0M
28 holdings
Mutual Funds
$995K
1 holding
Common Collective Trust
$509K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $8.3M | 27.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $3.2M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $1.9M | 6.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.9M | 6.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $1.7M | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $1.4M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.2M | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.2M | 3.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.2M | 3.8% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.1M | 3.7% | |
| Dodge & Cox Dodge & Cox Balanced Fund | Mutual Funds | — | — | $995K | 3.2% | |
| T. Rowe Price Integrated U.S. Small Cap Growth Fund | — | — | — | $858K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $550K | 1.8% | |
| T. Rowe Price All-Cap Opportunity Fund | — | — | — | $530K | 1.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $509K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $500K | 1.6% | |
| PIMCO Income Fund | — | — | — | $499K | 1.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $424K | 1.4% | |
| Driehaus Emerging Markets | — | — | — | $285K | 0.9% | |
| Vanguard International Growth Fund | — | — | — | $207K | 0.7% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $204K | 0.7% | |
| Notes receivable from participants Participant Loans*** | — | — | — | $165K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $164K | 0.5% | |
| Principal Real Estate Securities Fund | — | — | — | $148K | 0.5% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $134K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $119K | 0.4% | |
| John Hancock John Hancock Disciplined Value | — | — | — | $96K | 0.3% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $45K | 0.1% | |
| T. Rowe Price Government Money Fund | — | — | — | $25K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $6K | <0.1% |