Original filing (PDF)20251013085448NAL0000415299001

UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.

Name: UNIVERSITY NEUROSURGICAL ASSOCIATES P.C. — UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN, Form 5500 (2024)
Creator: UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.

Form 5500

FILING_RECEIVED

UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN

Defined-benefit pension plan

Signals · 1

50% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

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, STE 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

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

SCHALUPITZ MADHAVAN, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	42-1558009	—	NONE	$0	—

Investments

2 direct securities· $12.7M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vanguard LifeStrategy Growth Fund Investor Shares	—	—	$5.2M	$6.4M	50.3%
	Vanguard LifeStrategy Moderate Growth Fund Investor	—	—	$5.8M	$6.3M	49.6%

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