Original filing (PDF)20250805114056NAL0001799233001

Pinehurst Surgical Clinic, P.A.

Name: Pinehurst Surgical Clinic, P.A. — Pinehurst Surgical, Form 5500 (2024)
Creator: Pinehurst Surgical Clinic, P.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pinehurst Surgical Clinic, P. A. Retirement and Savings Plan

401(k) retirement plan · Pinehurst Surgical Clinic, P.A.'s Pinehurst Surgical Clinic, P. A. Retirement and Savings Plan held $95.3M in plan assets for 483 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

483

Accounts w/ balance

648

Plan assets (EOY)

$95.3M

Net assets (EOY)

$95.3M

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

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINEHURST SURGICAL CLINIC, P.A..

Plan sponsor

Name

PINEHURST SURGICAL CLINIC, P.A.

EIN

56-0942061all filings

Address

5 FIRST VILLAGE DRIVE · PINEHURST, NC · 28374

Phone

(910) 295-0201

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-08-05

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$109K	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$26K	—

Investments

31 direct securities· $93.4M(98% of reported assets)

Mutual Funds

$45.7M

16 holdings

Common Collective Trusts

$45.2M

13 holdings

Self-Directed Brokerage

$1.6M

1 holding

Participant loans

$907K

1 holding

					% of plan
s * Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$10.2M	10.7%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$8.2M	8.6%
Vanguard Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$8.2M	8.6%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$7.7M	8.1%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$7.0M	7.3%
Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$6.7M	7.1%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$5.3M	5.5%
Vanguard Developed Markets Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.8M	5.0%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.4M	4.6%
American Funds Cap World Growth and Inc Fund; Class R6	Mutual Funds	—	—	$4.1M	4.3%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$3.9M	4.1%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$3.1M	3.2%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$2.8M	2.9%
Vanguard Mid-Cap Growth Index Fund Admiral	Common Collective Trusts	—	—	$2.6M	2.7%
Vanguard Mid-Cap Value Index Fund Admiral	Common Collective Trusts	—	—	$2.1M	2.2%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$2.0M	2.1%
Vanguard Inflation-Protected Securities Fund: Adm Shares	Mutual Funds	—	—	$1.7M	1.8%
Vanguard Brokerage Option Self-directed brokerage account	Self-Directed Brokerage	—	—	$1.6M	1.7%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$1.0M	1.1%
Participant Loans *** December 2029.	Participant loans	—	—	$907K	1.0%
Vanguard Small-Cap Growth Index Fund Admiral	Common Collective Trusts	—	—	$902K	0.9%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$869K	0.9%
Vanguard Intermediate-Term Treasury Index Fund: Adm Shr	Common Collective Trusts	—	—	$825K	0.9%
Vanguard Small-Cap Value Index Fund Admiral	Common Collective Trusts	—	—	$774K	0.8%
Vanguard Health Care Fund Admiral Shares	Mutual Funds	—	—	$545K	0.6%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$439K	0.5%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$329K	0.3%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$205K	0.2%
Vanguard Target Retirement Income	Mutual Funds	—	—	$180K	0.2%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$168K	0.2%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$16K	<0.1%