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Original filing (PDF)20250822152349NAL0010136786001
OB-GYN ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
132
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OB-GYN ASSOCIATES, P.C..
Plan sponsor
Name
OB-GYN ASSOCIATES, P.C.
EIN
42-1352693
Address
855 A AVENUE NE · CEDAR RAPIDS, IA · 524025057
Phone
(319) 391-5501
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
2025-08-22
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASEPOINT WEALTH LLC | 82-2773013 | — | ADVISOR | $48K | — |
Investments
32 direct securities · 6 pooled funds· $39.2M(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
$25.1M
32 holdings
Common Collective Trust
$14.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Strategic Roadmap Aggressive I Collective Investment Fund | — | — | — | $5.3M | 15.9% | |
| STRAT RM AGGRESS I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | — | — | $5.3M | 15.9% | |
| STRAT RM GROWTH I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | — | — | $4.6M | 13.8% | |
| Smead Value Fund Class Y Mutual Fund | — | — | — | $3.5M | 10.4% | |
| STRAT RM BALANCED I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | — | — | $3.2M | 9.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $1.4M | 4.3% | |
| Guggenheim Total Return Bond Fund Class P Mutual Fund | — | — | — | $1.4M | 4.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.4M | 4.2% | |
| Vanguard Intermediate - Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $1.4M | 4.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.4M | 4.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $1.0M | 3.1% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | — | — | — | $988K | 2.9% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund 960 Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $938K | 2.8% | |
| DFA Real Estate Securities Portfolio Institutional Class Mutual Fund | — | — | — | $684K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $637K | 1.9% | |
| Pioneer Fundamental Growth Fund Class Y Mutual Fund | — | — | — | $585K | 1.7% | |
| STRAT RM MODERATE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | — | — | $536K | 1.6% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $535K | 1.6% | |
| Akre Focus Fund Institutional Class Mutual Fund | — | — | — | $496K | 1.5% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $473K | 1.4% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class Mutual Fund | — | — | — | $465K | 1.4% | |
| DFA U.S. Core Equity 1 Portfolio Institutional Class Mutual Fund | — | — | — | $412K | 1.2% | |
| Loomis Sayles Global Bond Fund Institutional Class Mutual Fund | — | — | — | $339K | 1.0% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class Mutual Fund | — | — | — | $328K | 1.0% | |
| Matrix Trust Company Strategic Roadmap Conservative I Collective Investment Fund | — | — | — | $294K | 0.9% | |
| STRAT RM CONSERV I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | — | — | $294K | 0.9% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $243K | 0.7% | |
| FMI Common Stock Fund Investor Class Mutual Fund | — | — | — | $217K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $149K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | — | — | — | $116K | 0.3% | |
| dates ranging from 2025 to 2033 | — | — | — | $91K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $69K | 0.2% | |
| Pear Tree Polaris Foreign Value Fund Class Institutional Mutual Fund | — | — | — | $65K | 0.2% | |
| Similar Party Par or Maturity Value Galliard Stable Return C Stable Value Fund | — | — | — | $64K | 0.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $64K | 0.2% | |
| Thornburg Limited Term Income Fund Mutual Fund | — | — | — | $50K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $18K | <0.1% | |
| Merger Fund Institutional Mutual Fund | — | — | — | $15K | <0.1% |
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