How big is Gastroenterology Specialties, P.C.'s plan?

Gastroenterology Specialties, P.C.'s plan reported $43.2M in assets and 143 participants for 2024.

Original filing (PDF)20250729121742NAL0005816594001

Gastroenterology Specialties, P.C.

Name: Gastroenterology Specialties, P.C. — Gastroenterolog, Form 5500 (2024)
Creator: Gastroenterology Specialties, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Gastroenterology Specialties, P.C.'s Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan held $43.2M in plan assets for 143 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 3

30% in single holdingHigh average account balance7 service providers

Active participants

143

Accounts w/ balance

185

Plan assets (EOY)

$43.2M

Net assets (EOY)

$43.2M

Plan identifiers

Gastroenterology Specialties, P.C.'s EIN is 47-0717686.

EIN 47-0717686

Plan number 003

Plan year 2024

ACK ID 20250729121742NAL0005816594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gastroenterology Specialties, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gastroenterology Specialties, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GASTROENTEROLOGY SPECIALTIES, P.C..

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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

Top-tier plan health

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

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

GASTROENTEROLOGY SPECIALTIES, P.C.

EIN

all filings

Address

4545 R STREET · LINCOLN, NE · 68503

Phone

(402) 464-4545

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$17K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	—	—	NONE	—

Investments

26 direct securities· $42.0M(97% of reported assets)

Mutual Funds

$24.8M

21 holdings

Other securities

$15.4M

4 holdings

Common Collective Trusts

$1.8M

1 holding

					% of plan
Various Individually Directed Accounts	Other securities	—	—	$12.4M	28.7%
American Funds American Funds Growth Fund Of Amer R6	Mutual Funds	—	—	$5.7M	13.1%
American Funds American Funds Washington Mutual R6	Mutual Funds	—	—	$4.8M	11.2%
American Funds American Funds Europacific Gr R6	Mutual Funds	—	—	$2.4M	5.5%
American Funds American Funds 2045 Target Date Fund R6	Mutual Funds	—	—	$2.1M	4.9%
Fidelity Total Market Index	Common Collective Trusts	—	—	$1.8M	4.3%
American Century American Century Small Cap Value R6	Other securities	—	—	$1.6M	3.7%
American Funds American Funds 2040 Target Date Fund R6	Mutual Funds	—	—	$1.4M	3.3%
American Funds American Funds 2050 Target Date Fund R6	Mutual Funds	—	—	$1.4M	3.2%
Alliance Bernstein Ab Small Cap Growth Z	Other securities	—	—	$1.3M	3.0%
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$1.2M	2.8%
American Funds American Funds 2055 Target Date Fund R6	Mutual Funds	—	—	$1.1M	2.6%
American Funds American Funds 2030 Target Date Fund R6	Mutual Funds	—	—	$1.1M	2.6%
American Funds American Funds 2035 Target Date Fund R6	Mutual Funds	—	—	$874K	2.0%
American Funds American Funds 2060 Target Date Fund R6	Mutual Funds	—	—	$782K	1.8%
American Funds American Funds Bond Fund Of Amer R6	Mutual Funds	—	—	$510K	1.2%
Invesco Developing Markets R6	Mutual Funds	—	—	$438K	1.0%
Fidelity Total International Index	Mutual Funds	—	—	$219K	0.5%
American Funds American Funds Capital World Bond R6	Mutual Funds	—	—	$174K	0.4%
American Funds American Funds American Hi Inc Tr R6	Mutual Funds	—	—	$146K	0.3%
American Funds American Funds 2025 Target Date Fund R6	Mutual Funds	—	—	$132K	0.3%
maturing 3/09/2025 through 11/06/2029	Other securities	—	—	$114K	0.3%
American Funds American Funds 2065 Target Date Fund R6	Mutual Funds	—	—	$77K	0.2%
American Funds American Funds Us Govt Money Market R6	Mutual Funds	—	—	$61K	0.1%
Fidelity Us Bond Index	Mutual Funds	—	—	$53K	0.1%
American Funds American Funds 2020 Target Date Fund R6	Mutual Funds	—	—	$28K	<0.1%