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Original filing (PDF)20251006130918NAL0001877187001
U.S. ANESTHESIA PARTNERS, INC
Form 5500
FILING_RECEIVED
U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed19 service providers
Active participants
5,640
Accounts w/ balance
7,447
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
30 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. ANESTHESIA PARTNERS, INC.
Plan sponsor
Name
U.S. ANESTHESIA PARTNERS, INC
EIN
46-0872971
Address
12222 MERIT DRIVE · SUITE 700 · DALLAS, TX · 75251
Phone
(855) 948-4238
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
2025-10-06
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNEL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $601K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $410K | — |
| SHARKEY HOWES & JAVER INC | 84-1156231 | — | NONE | $43K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $41K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $30K | — |
| PERRYMAN FINANCIAL ADVISORY IN | 75-2557525 | — | NONE | $28K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $24K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $19K | — |
| ALPHA CUBED INVESTMENTS LLC | 45-3688199 | — | NONE | $18K | — |
| FCA CORP | 76-0076528 | — | NONE | $17K | — |
| STOREHOUSE FINANCIAL LLC | 20-4095550 | — | NONE | $13K | — |
| TRANSFORM WEALTH LLC | 81-1683097 | — | NONE | $12K | — |
| RFG HOLDINGS INC | 47-1012599 | — | NONE | $12K | — |
| NOVEM GROUP | 45-2656077 | — | NONE | $11K | — |
| INVICTUS PRIVATE WEALTH LLC | 88-1075317 | — | NONE | $10K | — |
| PM SQUARED LLC | 83-2413338 | — | NONE | $8K | — |
| SONORA INVESTMENT MANAGEMENT G | 87-0974250 | — | NONE | $8K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $6K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | NONE | $5K | — |
Investments
19 direct securities · 30 pooled funds· $2.9B(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.
Common Collective Trust
$1.9B
30 holdings
Uncategorized
$981.1M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $454.6M | 16.1% | |
| TD Ameritrade Brokerage Option Self-Directed Brokerage Accounts | — | — | — | $377.7M | 13.4% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $187.3M | 6.6% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $177.7M | 6.3% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $176.9M | 6.3% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $164.6M | 5.8% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $152.8M | 5.4% | |
| T. ROWE PRICE BLUE CHIP GROWTH TR T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $118.4M | 4.2% | |
| Trust Vanguard Institutional Total International Stock * Common/Collective Trust | — | — | — | $115.7M | 4.1% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $115.7M | 4.1% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $110.2M | 3.9% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $91.5M | 3.2% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $90.7M | 3.2% | |
| Institutional Shares * Vanguard Treasury Money Market Fund Registered Investment Company | — | — | — | $84.0M | 3.0% | |
| Inst'l Shares Vanguard Mid-Cap Index Fund Institutional * Registered Investment Company | — | — | — | $82.1M | 2.9% | |
| Class R-6 American Funds Washington Mutual Investors Registered Investment Company | — | — | — | $63.4M | 2.2% | |
| Institutional Vanguard Small-Cap Index Fund Admiral * Registered Investment Company | — | — | — | $48.5M | 1.7% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $44.4M | 1.6% | |
| American Funds EuroPacific Growth Fund; Registered Investment Company | — | — | — | $39.7M | 1.4% | |
| Hartford Core Equity Fund; Class R6 Registered Investment Company | — | — | — | $28.1M | 1.0% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $23.6M | 0.8% | |
| T. Rowe Price New Horizons Fund; I Class Registered Investment Company | — | — | — | $23.0M | 0.8% | |
| Dodge & Cox Income Fund; Class X Registered Investment Company | — | — | — | $22.6M | 0.8% | |
| Shares Vanguard Short-Term Bond Index Fund * Registered Investment Company | — | — | — | $22.1M | 0.8% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $15.9M | 0.6% | |
| PGIM Jennison Mid-Cap Growth Fund; Class Registered Investment Company | — | — | — | $15.0M | 0.5% | |
| JPMorgan Mid Cap Value Fund; Class R6 Registered Investment Company | — | — | — | $12.2M | 0.4% | |
| JPMorgan Small Cap Equity Fund; Class R6 Registered Investment Company | — | — | — | $11.8M | 0.4% | |
| Fund; Class R6 DFA Global Real Estate Securities Portfolio Registered Investment Company | — | — | — | $11.3M | 0.4% | |
| Shares Vanguard Total International Bond Index Fund * Registered Investment Company | — | — | — | $8.8M | 0.3% | |
| Victory Sycamore Small Company Opportunity Registered Investment Company | — | — | — | $7.4M | 0.3% | |
| R6 Principal High Yield Fund; Class R6 Registered Investment Company | — | — | — | $7.3M | 0.3% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $5.0M | 0.2% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.0M | <0.1% | |
| Vanguard Target Retirement Income and * Common/Collective Trust | — | — | — | $389K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $389K | <0.1% | |
| VFTC TARGET RET. 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET, 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET. 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| METWEST TTL RETURN BOND FUND, CLD SEI TRUST COMPANY · EIN 47-2418714 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |