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Original filing (PDF)20250930152524NAL0011858305001
GASTROINTESTINAL ASSOCIATES, S.C.
Form 5500
FILING_RECEIVED
GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
142
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
27 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GASTROINTESTINAL ASSOCIATES, S.C..
Plan sponsor
Name
GASTROINTESTINAL ASSOCIATES, S.C.
EIN
39-1735324
Address
411 WESTWOOD DRIVE · WAUSAU, WI · 54401
Phone
(715) 847-2558
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
2025-09-30
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $5.2M | 18.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $2.8M | 9.9% | |
| Participant Directed Brokerage Self Directed Brokerage N/A | — | — | — | $2.3M | 8.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $2.2M | 8.0% | |
| Avantis U.S. Equity Institutional Mutual Fund N/A | — | — | — | $1.4M | 5.1% | |
| Avantis Emerging Markets Equity Institutional Mutual Fund N/A | — | — | — | $1.4M | 5.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $1.3M | 4.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $1.3M | 4.6% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $1.2M | 4.3% | |
| DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A | — | — | — | $1.1M | 4.0% | |
| Avantis U.S. Small Cap Value Institutional Mutual Fund N/A | — | — | — | $1.1M | 3.9% | |
| Dodge & Cox Income Fund Class X Mutual Fund N/A | — | — | — | $1.0M | 3.6% | |
| Avantis International Small Cap Value Institutional Mutual Fund N/A | — | — | — | $931K | 3.3% | |
| DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund N/A | — | — | — | $791K | 2.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | — | — | — | $525K | 1.9% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund N/A | — | — | — | $374K | 1.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | — | — | — | $366K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | — | — | — | $214K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | — | — | — | $143K | 0.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | — | — | — | $135K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | — | — | — | $106K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | — | — | — | $92K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | — | — | — | $45K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | — | — | — | $36K | 0.1% | |
| Deposit Management Program Money Market Fund N/A | — | — | — | $8K | <0.1% | |
| Fidelity Large Cap Growth Index Mutual Fund N/A | — | — | — | $1K | <0.1% |