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Original filing (PDF)20251013104138NAL0000492835001
UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.
Form 5500
FILING_RECEIVED
UNIVERSITY NEUROSURGICAL ASSOCIATES, P. C. 401(K) PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
230
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY NEUROSURGICAL ASSOCIATES P.C..
Plan sponsor
Name
UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.
EIN
38-2376857
Address
29275 NORTHWESTERN HIGHWAY · SUITE 100 · SOUTHFIELD, MI · 48034
Phone
(248) 784-3704
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
2025-10-13
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHLAUPITZ MADHAVEN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
Investments
32 direct securities· $27.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab & Co., Inc. Various Self-Directed Funds | — | — | — | $5.7M | 20.5% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $3.5M | 12.3% | |
| Vanguard 500 Index Fund Admiral Shrs | — | — | — | $3.4M | 12.3% | |
| Charles Schwab Bank Savings | — | — | — | $2.7M | 9.8% | |
| T. Rowe Price T Rowe Price Retirement 2040 Fund | — | — | — | $1.6M | 5.9% | |
| DFA Intel Core Equity Port lnstl | — | — | — | $1.3M | 4.6% | |
| Yacktman AMG Yacktman Fund Svc | — | — | — | $1.3M | 4.6% | |
| T. Rowe Price T Rowe Price Retirement 2030 Fund | — | — | — | $1.1M | 3.8% | |
| Vanguard Life Strategy Moderate Growth Fund I | — | — | — | $828K | 3.0% | |
| Vanguard Equity Inc Fund Admiral SHS | — | — | — | $801K | 2.9% | |
| Vanguard Life Strategy Growth Fund I | — | — | — | $790K | 2.8% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $695K | 2.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $541K | 1.9% | |
| Vanguard Vangaurd Info Tech Index Fund Admiral | — | — | — | $458K | 1.6% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $432K | 1.5% | |
| Vanguard GNMA Fund Admiral Shrs | — | — | — | $395K | 1.4% | |
| T. Rowe Price T Rowe Price Retirement 2050 Fund | — | — | — | $339K | 1.2% | |
| Vanguard Total Stock Market Index Fund Adm | — | — | — | $337K | 1.2% | |
| Janus Triton Fund Class T | — | — | — | $314K | 1.1% | |
| T. Rowe Price T Rowe Price Retirement 2060 Fund | — | — | — | $237K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Adm | — | — | — | $180K | 0.6% | |
| Vanguard Life Strategy Conserv Growth Fund I | — | — | — | $119K | 0.4% | |
| Participant Loans Notes Receivable from Participants Interest rates from 4.25% to 9.50% -0- | — | — | — | $109K | 0.4% | |
| T. Rowe Price T Rowe Price Retirement 2020 Fund | — | — | — | $98K | 0.3% | |
| Carillon Scout Carillon Scout Mid Cap Fund I | — | — | — | $93K | 0.3% | |
| Vanguard Small Cap | — | — | — | $83K | 0.3% | |
| JPMorgan Undiscovered MGRS Behavioral | — | — | — | $77K | 0.3% | |
| Vanguard Life Strategy Income Fund I | — | — | — | $58K | 0.2% | |
| Davis Financial Davis Financial Fund Class A | — | — | — | $53K | 0.2% | |
| Gabelli Small Cap Growth Fund AAA | — | — | — | $36K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $15K | <0.1% | |
| T. Rowe Price T Rowe Price Retirement 2010 Fund | — | — | — | $8K | <0.1% |