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Original filing (PDF)20251109180604NAL0001687619001
METROPOLITAN ANESTHESIA NETWORK, LLP
Form 5500
FILING_RECEIVED
METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
34% in single holdingNo recordkeeper disclosed12 service providers
Active participants
554
Accounts w/ balance
657
Plan assets (EOY)
$391.1M
Net assets (EOY)
$391.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Various Total Self-Directed Brokerage Accounts" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN ANESTHESIA NETWORK, LLP.
Plan sponsor
Name
METROPOLITAN ANESTHESIA NETWORK, LLP
EIN
41-1524692
Address
14700 28TH AVENUE NORTH, SUITE 20 · PLYMOUTH, MN · 55447
Phone
(763) 559-3779
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-09
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PUNCH & ASSOC INVESTMENT MANAG | 82-0566501 | — | NONE | $115K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $45K | — |
| ADVANCED CAPITAL GROUP INC | 41-1921960 | — | NONE | $31K | — |
| MURPHY POHLAD ASSET MANAGEMENT | 41-1962811 | — | NONE | $17K | — |
| INTELLICENTS INVESTMENT | 41-1812533 | — | NONE | $17K | — |
| KOVITZ INVESTMENT GROUP PARTNE | 47-5657416 | — | NONE | $16K | — |
| BANNERSTONE CAPITAL MANAGEMENT | 26-2360041 | — | NONE | $15K | — |
| COMPASS CAPITAL MANAGEMENT INC | 41-1611668 | — | NONE | $14K | — |
| GUARDIAN WEALTH ADVISORS LLC | 20-8832432 | — | NONE | $10K | — |
| CAHILL FINANCIAL ADVISORS INC | 45-4112505 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
| GHP INVESTMENT ADVISORS INC | 84-1314618 | — | NONE | $6K | — |
Investments
35 direct securities · 12 pooled funds· $391.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$343.4M
35 holdings
Common Collective Trust
$48.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Total Self-Directed Brokerage Accounts | — | — | — | $157.9M | 40.4% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $37.8M | 9.7% | |
| BAIRD CORE PLUS BOND INST Registered Investment Company | — | — | — | $20.7M | 5.3% | |
| Schwab Growth of America Fund | — | — | — | $19.2M | 4.9% | |
| Dodge & Cox Stock Fund | — | — | — | $14.3M | 3.6% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $13.2M | 3.4% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $12.9M | 3.3% | |
| Vanguard Small Cap Index Institutional Fund | — | — | — | $10.3M | 2.6% | |
| BLACKROCK EAFE EQUITY INDEX FD WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $9.9M | 2.5% | |
| EuroPacific Growth R6 Fund | — | — | — | $8.9M | 2.3% | |
| Dodge & Cox International Fund | — | — | — | $8.8M | 2.2% | |
| WIL TR CIT SMALL CAP GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $8.5M | 2.2% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $8.4M | 2.1% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $8.1M | 2.1% | |
| SMALL CAP VALUE FUND II CL R1 WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $7.9M | 2.0% | |
| Victory Established Value I Fund | — | — | — | $7.8M | 2.0% | |
| Vanguard Value Index Admiral Fund | — | — | — | $6.1M | 1.6% | |
| MID CAP GROWTH FUND CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.7M | 1.5% | |
| PGIM High Yield Z Fund | — | — | — | $5.6M | 1.4% | |
| T. Rowe Price International Discovery I Fund | — | — | — | $3.9M | 1.0% | |
| American New Perspective Fund | — | — | — | $2.4M | 0.6% | |
| Vanguard Inflation Protect Admiral Fund | — | — | — | $2.3M | 0.6% | |
| DFA Real Estate Securities Fund | — | — | — | $1.5M | 0.4% | |
| EMERGING MARKETS FUND CLASS R1 Common Collective Trust Fund | — | — | — | $1.4M | 0.4% | |
| EMERGING MARKETS FUND CLASS R1 T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| T. Rowe Price Global Tech I Fund | — | — | — | $942K | 0.2% | |
| Participants Participant Loans, 4.25%-9.50% | — | — | — | $784K | 0.2% | |
| Vanguard Energy Index Admiral Fund | — | — | — | $533K | 0.1% | |
| BlackRock Health Opps Institutional Fund | — | — | — | $490K | 0.1% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $420K | 0.1% | |
| WILMINGTON TRUST LG CAP GRTH Common Collective Trust Fund | — | — | — | $334K | <0.1% | |
| WILMGT TR CIT LARGE CAP GROWTH FD WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $334K | <0.1% | |
| DFA International Small Company Fund | — | — | — | $330K | <0.1% | |
| BLACKROCK EQUITY INDEX FUND 1 WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $324K | <0.1% | |
| Baillie Gifford Emerging Markets Equity Fund | — | — | — | $322K | <0.1% | |
| CORE PLUS BOND FUND CL I1 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $320K | <0.1% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $304K | <0.1% | |
| BLACKROCK US DEBT INDEX CL 1 WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $243K | <0.1% | |
| WIL TR CIT SMALL CAP GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $205K | <0.1% | |
| SMALL CAP VALUE FUND II CL L1 WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $198K | <0.1% | |
| PIMCO Global Bond Opps Fund | — | — | — | $194K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $94K | <0.1% | |
| Vanguard Short Term Inflation Protect Fund | — | — | — | $69K | <0.1% | |
| Baird Short-Term Bond Institutional Fund | — | — | — | $50K | <0.1% | |
| Schwab Treasury Inflation Protect Secs Index Fund | — | — | — | $44K | <0.1% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $44K | <0.1% | |
| Vanguard Short Term Bond Index Admiral Fund | — | — | — | $43K | <0.1% |