Original filing (PDF)20240304193735NAL0023856353001

Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers

Name: Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers — Form 5500 Plan 001 (2022)
Creator: Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Austin Cancer Centers 401(k) Plan

401(k) retirement plan · Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers' Austin Cancer Centers 401(k) Plan held $10.0M in plan assets for 87 participants in 2022, with Schwab as recordkeeper.

Signals · 3

Late filing · 3.6 moLate participant contributionsSelf-directed brokerage offered

Active participants

Accounts w/ balance

190

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Donna Krall signed Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers' 2022 Form 5500 as plan administrator.

Donna Krall — 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

Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers' EIN is 46-0829574.

EIN 46-0829574

Plan number 001

Plan year 2022

ACK ID 20240304193735NAL0023856353001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Central Texas Medical Specialists, PLLC, d/b/a Austin Cancer Centers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL TEXAS MEDICAL SPECIALISTS, PLLC, D/B/A AUSTIN CANCER CENTERS.

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How this plan invests

This plan

31 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 139K (19% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CENTRAL TEXAS MEDICAL SPECIALISTS, PLLC, D/B/A AUSTIN CANCER CENTERS

EIN

all filings

Address

9715 BURNET ROAD, BLDG 7, SUITE 200 · AUSTIN, TX · 78758

Phone

(512) 505-5500

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-03-04

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	NONE	$21K	—
CHARLES SCHWAB & CO., INC.

Investments

31 direct securities· $10.0M(100% of reported assets)

Mutual Funds

$7.7M

19 holdings

Common Collective Trusts

$865K

2 holdings

Stable Value

$834K

1 holding

Other securities

$452K

6 holdings

Self-Directed Brokerage

$68K

1 holding

Bonds / Notes

$58K

2 holdings

					% of plan
VANGUARD TARGET RETIREMNT 2040 Registered Investment Company	Mutual Funds	—	—	$1.7M	17.2%
VANGUARD TARGET RETIREMENT 2030 Mutual Fund -	Mutual Funds	—	—	$1.1M	11.1%
VANGUARD TARGET RETIREMENT 2020 Mutual Fund -	Mutual Funds	—	—	$879K	8.8%
Lincoln Stable Value Fund Gauranteed Annuity Contract -	Stable Value	—	—	$834K	8.4%
VANGUARD TARGET RETIREMENT 2050 Mutual Fund -	Mutual Funds	—	—	$694K	7.0%
FIDELITY 500 INDEX Mutual Fund -	Common Collective Trusts	—	—	$684K	6.9%
VANGUARD TARGET RETIREMENT 2035 Mutual Fund -	Mutual Funds	—	—	$665K	6.7%
VANGUARD TARGET RETIREMENT 2025 Mutual Fund -	Mutual Funds	—	—	$651K	6.5%
VANGUARD TARGET RETIREMENT 2045 Mutual Fund -	Mutual Funds	—	—	$594K	6.0%
VANGUARD TARGET RETIREMENT INCOME Mutual Fund -	Mutual Funds	—	—	$234K	2.4%
FIDELITY US BOND INDEX Mutual Fund -	Mutual Funds	—	—	$229K	2.3%
VANGUARD EQUITY INCOME ADMIRAL Mutual Fund -	Mutual Funds	—	—	$212K	2.1%
VANGUARD TARGET RETIREMENT 2055 Mutual Fund -	Mutual Funds	—	—	$203K	2.0%
AMCENT GROWTH CL R6 Mutual Fund -	Other securities	—	—	$195K	2.0%
VANGUARD TOTAL INTL STK IDX ADM Mutual Fund -	Common Collective Trusts	—	—	$182K	1.8%
JOHN HANCOCK INTL GROWTH R6 Mutual Fund -	Other securities	—	—	$128K	1.3%
FIDELITY SMALL CAP INDEX Mutual Fund -	Mutual Funds	—	—	$124K	1.2%
VANGUARD TARGET RETIREMENT 2060 Mutual Fund -	Mutual Funds	—	—	$106K	1.1%
IVY MID CAP GROWTH N Mutual Fund -	Other securities	—	—	$103K	1.0%
MFS NEWDISCOVERY VALUE FUND R6 Mutual Fund -	Mutual Funds	—	—	$93K	0.9%
FIDELITY MID CAP INDEX Mutual Fund -	Mutual Funds	—	—	$87K	0.9%
VANGUARD TARGET RETIREMENT 2065 Mutual Fund -	Mutual Funds	—	—	$86K	0.9%
Personal Choice Retirement Self-directed brokerage -	Self-Directed Brokerage	—	—	$68K	0.7%
PARTICIPANT LOANS (4.25% - 6.50%)	Bonds / Notes	—	—	$29K	0.3%
Varying maturity dates and interests ranging * Notes receivable from participants from 4.25% - 6.50% -	Bonds / Notes	—	—	$29K	0.3%
FIDELITY REAL ESTATE INDEX Mutual Fund -	Mutual Funds	—	—	$22K	0.2%
AIG VALIC Fixed Income Fund Mutual Fund -	Other securities	—	—	$14K	0.1%
AMCENT MID CAP VALUE R6 Mutual Fund -	Other securities	—	—	$6K	<0.1%
METROPOLITAN WEST TTL RTN BD P Mutual Fund -	Other securities	—	—	$6K	<0.1%
JANUS HENDERSON TRITON N Mutual Fund -	Mutual Funds	—	—	$3K	<0.1%
Schwab Ret Gvmnt Money Fund Money Market -	Mutual Funds	—	—	$2K	<0.1%