Original filing (PDF)20250918153424NAL0000737299001

Siouxland Surgery Center Limited Partnership

Name: Siouxland Surgery Center Limited Partnership — Form 5500 Plan 001 (2024)
Creator: Siouxland Surgery Center Limited Partnership
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Siouxland Surgery Center LP DBA Surgical Dunes Center 401(k) Retirement Plan

401(k) retirement plan · Siouxland Surgery Center Limited Partnership's Siouxland Surgery Center LP DBA Surgical Dunes Center 401(k) Retirement Plan held $16.8M in plan assets for 278 participants in 2024, with Empower as recordkeeper.

Active participants

278

Accounts w/ balance

358

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

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

Above-average plan

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

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP.

Plan sponsor

Name

SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP

EIN

46-0423353all filings

Address

600 N. SIOUX POINT ROAD · DAKOTA DUNES, SD · 57049

Phone

(605) 232-3332

Industry

Health Care & Social Assistance

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE	84-0467907	GREENWOOD, CO	RECORDKEEPER	$44K	—
ASCENSUS HOLDINGS INC DBA FUTUREPLA	82-3719843	SAN DIEGO, CA	CONTRACT ADMIN	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUB INVESTMENT ADVISORS

Investments

26 direct securities· $16.8M(100% of reported assets)

Mutual Funds

$15.7M

16 holdings

Other securities

$688K

6 holdings

Bonds / Notes

$301K

1 holding

Common Stocks

$159K

1 holding

Common Collective Trusts

$41K

2 holdings

					% of plan
Vanguard Target Retirement 2035 INV	Mutual Funds	—	—	$3.0M	17.6%
Vanguard Target Retirement 2040 INV	Mutual Funds	—	—	$2.8M	16.5%
Vanguard Target Retirement 2025 INV	Mutual Funds	—	—	$2.7M	16.0%
Vanguard Target Retirement 2030 INV	Mutual Funds	—	—	$1.6M	9.3%
Vanguard Target Retirement 2055 INV	Mutual Funds	—	—	$1.5M	8.7%
Vanguard Target Retirement 2050 INV	Mutual Funds	—	—	$1.3M	7.9%
Vanguard Target Retirement 2045 INV	Mutual Funds	—	—	$1.0M	6.1%
Vanguard Target Retirement 2060 INV	Mutual Funds	—	—	$410K	2.4%
Vanguard Target Retirement 2020 INV	Mutual Funds	—	—	$316K	1.9%
Notes receivable from participants, which bear interest at 5.25% to 10.50%	Bonds / Notes	—	—	$301K	1.8%
Clearbridge Small Cap Growth I	Other securities	—	—	$281K	1.7%
Registered investment companies American Funds Europacific GR R6 57 American Funds SMALLCAP World R6	Mutual Funds	—	—	$235K	1.4%
MFS Massachusetts Investors GR STK R4	Mutual Funds	—	—	$234K	1.4%
Vanguard Target Retirement 2065 INV	Mutual Funds	—	—	$223K	1.3%
Vanguard Selected Value INV	Mutual Funds	—	—	$208K	1.2%
JPMorgan Mid Cap Growth R6	Other securities	—	—	$184K	1.1%
Key guaranteed portfolio fund * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund	Common Stocks	—	—	$159K	0.9%
Delaware Small Cap Value Instl	Other securities	—	—	$154K	0.9%
Vanguard Equity Income Fund	Mutual Funds	—	—	$136K	0.8%
Vanguard Target Retirement Income INV	Mutual Funds	—	—	$62K	0.4%
Federated Investors Federated Hermes Total Return Bond	Other securities	—	—	$53K	0.3%
Vanguard Total Stock Market Index	Common Collective Trusts	—	—	$23K	0.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$18K	0.1%
Prudential High Yield Z	Other securities	—	—	$8K	<0.1%
Principal Midcap S&P 400 Index INST	Other securities	—	—	$8K	<0.1%
Vanguard Target Retirement 2070 INV	Mutual Funds	—	—	$2K	<0.1%