How big is Gastrointestinal Associates, S.C.'s plan?

Gastrointestinal Associates, S.C.'s plan reported $28.2M in assets and 120 participants for 2024.

Original filing (PDF)20250930152524NAL0011858305001

Gastrointestinal Associates, S.C.

Name: Gastrointestinal Associates, S.C. — Gastrointestinal, Form 5500 (2024)
Creator: Gastrointestinal Associates, S.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gastrointestinal Associates, S.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Gastrointestinal Associates, S.C.'s Gastrointestinal Associates, S.C. 401(k) Profit Sharing Plan held $28.2M in plan assets for 120 participants in 2024, with Wipfli LLP as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

120

Accounts w/ balance

142

Plan assets (EOY)

$28.2M

Net assets (EOY)

$28.2M

People on this filing

Melinda R. Wayde, MD signed Gastrointestinal Associates, S.C.'s 2024 Form 5500 as plan administrator.

Melinda R. Wayde, MD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gastrointestinal Associates, S.C.'s EIN is 39-1735324.

EIN 39-1735324

Plan number 002

Plan year 2024

ACK ID 20250930152524NAL0011858305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gastrointestinal Associates, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gastrointestinal Associates, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GASTROINTESTINAL ASSOCIATES, S.C..

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

GASTROINTESTINAL ASSOCIATES, S.C.

EIN

all filings

Address

411 WESTWOOD DRIVE · WAUSAU, WI · 54401

Phone

(715) 847-2558

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI LLP	39-0758449	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING HOLDCO, LLC	84-4519624	—	INVESTMENT ADVISOR	$54K	—

Investments

26 direct securities· $26.3M(93% of reported assets)

Common Collective Trusts

$14.1M

6 holdings

Mutual Funds

$5.0M

14 holdings

Other securities

$4.9M

4 holdings

Self-Directed Brokerage

$2.3M

1 holding

Cash / Money Market

$8K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$5.2M	18.5%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$2.8M	9.9%
Participant Directed Brokerage Self Directed Brokerage N/A	Self-Directed Brokerage	—	—	$2.3M	8.2%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$2.2M	8.0%
Avantis U.S. Equity Institutional Mutual Fund N/A	Other securities	—	—	$1.4M	5.1%
Avantis Emerging Markets Equity Institutional Mutual Fund N/A	Other securities	—	—	$1.4M	5.0%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.3M	4.7%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.3M	4.6%
Vanguard Small Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.2M	4.3%
DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$1.1M	4.0%
Avantis U.S. Small Cap Value Institutional Mutual Fund N/A	Other securities	—	—	$1.1M	3.9%
Dodge & Cox Income Fund Class X Mutual Fund N/A	Mutual Funds	—	—	$1.0M	3.6%
Avantis International Small Cap Value Institutional Mutual Fund N/A	Other securities	—	—	$931K	3.3%
DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund N/A	Mutual Funds	—	—	$791K	2.8%
Vanguard Target Retirement 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$525K	1.9%
DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$374K	1.3%
Vanguard Target Retirement 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$366K	1.3%
Vanguard Target Retirement 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$214K	0.8%
Vanguard Target Retirement 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$143K	0.5%
Vanguard Target Retirement 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$135K	0.5%
Vanguard Target Retirement 2070 Fund Mutual Fund N/A	Mutual Funds	—	—	$106K	0.4%
Vanguard Target Retirement 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$92K	0.3%
Vanguard Target Retirement 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$45K	0.2%
Vanguard Target Retirement 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$36K	0.1%
Deposit Management Program Money Market Fund N/A	Cash / Money Market	—	—	$8K	<0.1%
Fidelity Large Cap Growth Index Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%