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Original filing (PDF)20251107165034NAL0001096848001
AUGUSTA ONCOLOGY ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
AUGUSTA ONCOLOGY ASSOCIATES, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
126
Accounts w/ balance
200
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
31 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-Directed Investment Funds" is 48% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUSTA ONCOLOGY ASSOCIATES, P.C..
Plan sponsor
Name
AUGUSTA ONCOLOGY ASSOCIATES, P.C.
EIN
58-1481590
Address
3696 WHEELER ROAD · AUGUSTA, GA · 30907
Phone
(706) 736-1830
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $3K | — |
| ERISA SERVICES OF GEORGIA, LLC | 83-4452620 | — | RECORDKEEPER | $3K | — |
| ECONOMIC GROUP PENSION SERVICES | 86-2963468 | — | RECORDKEEPER | $300 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | 48-1233289 | — | INVESTMENT ADVISORY | $2K | — |
Investments
3 direct securities · 31 pooled funds· $15.9M(98% 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.
Uncategorized
$8.1M
3 holdings
Pooled Separate Account
$7.8M
31 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Investment Funds | — | — | — | $7.6M | 46.8% | |
| AMERICAN CENTURY ONE CHOICE 2035 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 360 | Pooled Separate Account | — | — | $2.3M | 14.1% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $983K | 6.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 362 | Pooled Separate Account | — | — | $877K | 5.4% | |
| AMERICAN CENTURY ONE CHOICE 2025 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 358 | Pooled Separate Account | — | — | $650K | 4.0% | |
| AMERICAN CENTURY ONE CHOICE 2040 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 361 | Pooled Separate Account | — | — | $571K | 3.5% | |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $538K | 3.3% | |
| AMERICAN CENTURY ONE CHOICE 2050 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 363 | Pooled Separate Account | — | — | $340K | 2.1% | |
| AMERICAN CENTURY OC 2055 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 627 | Pooled Separate Account | — | — | $289K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2030 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 359 | Pooled Separate Account | — | — | $289K | 1.8% | |
| TLIC Transamerica Stable Value Option | — | — | — | $266K | 1.6% | |
| Self-Directed Cash Funds | — | — | — | $233K | 1.4% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $167K | 1.0% | |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $163K | 1.0% | |
| AMERICAN CENTURY ONE CHOICE 2060 RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 820 | Pooled Separate Account | — | — | $150K | 0.9% | |
| BLACKROCK HEALTH SCIENCES OPS RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | — | — | $142K | 0.9% | |
| NEUBERGER BERMAN CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 596 | Pooled Separate Account | — | — | $84K | 0.5% | |
| JANUS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $47K | 0.3% | |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $47K | 0.3% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $43K | 0.3% | |
| JPMORGAN U.S. LARGE CAP CORE PLUS R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 586 | Pooled Separate Account | — | — | $38K | 0.2% | |
| AMERICAN CENTURY ONE CHOICE INRETRM TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 364 | Pooled Separate Account | — | — | $34K | 0.2% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $32K | 0.2% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $21K | 0.1% | |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $12K | <0.1% | |
| JPMORGAN SMID CAP EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 294 | Pooled Separate Account | — | — | $9K | <0.1% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $6K | <0.1% | |
| THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 131 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MACQUARIE MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TRANSAMERICA MID CAP VAL OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BLACKROCK ADVANTAGE GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 178 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $10 | <0.1% | |
| AMERICAN CENTURY VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 511 | Pooled Separate Account | — | — | $8 | <0.1% |