Benjamin NOVY signed U.S. Anesthesia Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Anesthesia Partners, Inc.'s EIN is 46-0872971.
Download the official 2024 Form 5500 (PDF) for U.S. Anesthesia Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Anesthesia Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $601K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE |
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.
| PI | % 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 | Self-Directed Brokerage | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $84.0M | 3.0% | |
| Inst'l Shares Vanguard Mid-Cap Index Fund Institutional * Registered Investment Company | Common Collective Trusts | — | — | $82.1M | 2.9% | |
| Class R-6 American Funds Washington Mutual Investors Registered Investment Company | Mutual Funds | — | — | $63.4M | 2.2% | |
| Institutional Vanguard Small-Cap Index Fund Admiral * Registered Investment Company | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $39.7M | 1.4% | |
| Hartford Core Equity Fund; Class R6 Registered Investment Company | Common Stocks | — | — | $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 | Common Stocks | — | — | $23.0M | 0.8% | |
| Dodge & Cox Income Fund; Class X Registered Investment Company | Mutual Funds | — | — | $22.6M | 0.8% | |
| Shares Vanguard Short-Term Bond Index Fund * Registered Investment Company | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $15.0M | 0.5% | |
| JPMorgan Mid Cap Value Fund; Class R6 Registered Investment Company | Common Stocks | — | — | $12.2M | 0.4% | |
| JPMorgan Small Cap Equity Fund; Class R6 Registered Investment Company | Common Stocks | — | — | $11.8M | 0.4% | |
| Fund; Class R6 DFA Global Real Estate Securities Portfolio Registered Investment Company | Mutual Funds | — | — | $11.3M | 0.4% | |
| Shares Vanguard Total International Bond Index Fund * Registered Investment Company | Common Collective Trusts | — | — | $8.8M | 0.3% | |
| Victory Sycamore Small Company Opportunity Registered Investment Company | Common Stocks | — | — | $7.4M | 0.3% | |
| R6 Principal High Yield Fund; Class R6 Registered Investment Company | Common Stocks | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $410K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SONORA INVESTMENT MANAGEMENT G | 87-0974250 | — | NONE | $8K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 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 | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | NONE | $5K | — |
