Back to filter
Original filing (PDF)20250224125832NAL0023198898001
STEVENS POINT ANESTHESIA ASSOCIATION, S.C.
Form 5500-SF
FILING_RECEIVED
STEVENS POINT ANESTHESIA ASSOCIATION, S.C. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS POINT ANESTHESIA ASSOCIATION, S.C..
Plan sponsor
Name
STEVENS POINT ANESTHESIA ASSOCIATION, S.C.
EIN
39-1369582
Address
2003 KATHYS DRIVE · STEVENS POINT, WI · 54481
Phone
(715) 341-7920
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-24
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
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
ORAL & FACIAL SURGERY FOR ADULTS & CHILDREN, LLC
ORAL & FACIAL SURGERY FOR ADULTS & CHILDREN, LLC 401 (K) PLAN
$5.4M · 31 participants
NORTH EAST PEDIATRICS, P.C.
NORTH EAST PEDIATRICS ASSOCIATES P.C. PROFIT SHARING PLAN & TRUST
$5.4M · 19 participants
CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP
CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN
$5.4M · 49 participants
ADVANCED FERTILITY GROUP
ADVANCED FERTILITY GROUP 401(K) PLAN
$5.4M · 9 participants
DOHR, COLL & GADSON OSTETRICS & GYNECOLOGIC
DOHR, COLL & GADSON 401K PSP & TRUST
$5.4M · 16 participants
ALLERGY & ASTHMA CONSULTANTS, P.C.
ALLERGY & ASTHMA CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN
$5.4M · 14 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B