How big is Augusta ENT, P.C.'s plan?

Augusta ENT, P.C.'s plan reported $34.1M in assets and 189 participants for 2024.

Original filing (PDF)20251014121613NAL0001360355001

Augusta ENT, P.C.

Name: Augusta ENT, P.C. — Augusta ENT, P.C. 401(k) Profit, Form 5500 (2024)
Creator: Augusta ENT, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Augusta ENT, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Augusta ENT, P.C.'s Augusta ENT, P.C. 401(k) Profit Sharing Plan held $34.1M in plan assets for 189 participants in 2024, with Empower as recordkeeper.

Signals · 1

6 service providers

Active participants

189

Accounts w/ balance

243

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.1M

Plan identifiers

Augusta ENT, P.C.'s EIN is 58-1981690.

EIN 58-1981690

Plan number 001

Plan year 2024

ACK ID 20251014121613NAL0001360355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Augusta ENT, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

41 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (87th percentile).

Plan sponsor

Name

AUGUSTA ENT, P.C.

EIN

all filings

Address

340 N BELAIR ROAD · EVANS, GA · 30809

Phone

(706) 868-5676

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

2025-10-14

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

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location

Investments

41 direct securities · 1 pooled fund· $33.1M(97% 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.

Mutual Funds

$23.3M

30 holdings

Common Collective Trusts

$6.7M

1 holding

Other securities

$2.0M

8 holdings

Common Collective Trust

$792K

1 holding

Bonds / Notes

$254K

1 holding

Common Stocks

$90K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$6.7M	19.7%
Fidelity Investments Fidelity Freedom Index 2045 Instl Prem	Mutual Funds	—	—	$3.8M	11.0%
Fidelity Investments Fidelity Large Cap Growth Index	Mutual Funds	—	—	$3.5M	10.1%
Fidelity Investments Fidelity Freedom Index 2040 Instl Prem	Mutual Funds	—	—	$3.4M	9.8%
Fidelity Investments Fidelity Freedom Index 2035 Instl Prem	Mutual Funds	—	—	$3.2M	9.3%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$1.6M	4.7%
Fidelity Investments Fidelity Freedom Index 2025 Instl Prem	Mutual Funds	—	—	$1.4M	4.1%
JPMorgan Core Plus Bond R6	Other securities	—	—	$1.4M	4.0%
Fidelity Investments Fidelity Freedom Index 2030 Instl Prem	Mutual Funds	—	—	$917K	2.7%
Dimensional Fund Advisors DFA International Large Cap Growth	Mutual Funds	—	—	$850K	2.5%
PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677	Common Collective Trust	—	—	$792K	2.3%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$780K	2.3%
PIMCO Investments LLC Pimco Income Instl	Mutual Funds	—	—	$483K	1.4%
American Funds American Funds American Mutual R6	Mutual Funds	—	—	$458K	1.3%
Fidelity Investments Fidelity Advisor Technology Z	Mutual Funds	—	—	$426K	1.3%
JPMorgan Large Cap Growth R6	Other securities	—	—	$400K	1.2%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$388K	1.1%
Blackrock Financial Management Blackrock Global Equity Mrkt Neutral K ** 884 Dimensional Fund Advisors DFA Emerging Markets I	Mutual Funds	—	—	$366K	1.1%
Fidelity Investments Fidelity Freedom Index 2050 Instl Prem	Mutual Funds	—	—	$352K	1.0%
Fidelity Investments Fidelity Freedom Index 2015 Instl Prem	Mutual Funds	—	—	$323K	0.9%
Fidelity Investments Fidelity Freedom Index 2055 Instl Prem	Mutual Funds	—	—	$270K	0.8%
Notes receivable Notes receivable with various maturities and interest rates * Participant loans ranging from 4.25% to 9.5% on all outstanding notes. -	Bonds / Notes	—	—	$254K	0.7%
American Century Investments American Century Global Real Estate R6	Mutual Funds	—	—	$164K	0.5%
Fidelity Investments Fidelity Freedom Index 2020 Instl Prem	Mutual Funds	—	—	$118K	0.3%
Dimensional Fund Advisors DFA US Small Cap	Mutual Funds	—	—	$112K	0.3%
Fidelity Investments Fidelity Inflation Protected Bond Index	Mutual Funds	—	—	$101K	0.3%
Fixed annuity contract * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I	Common Stocks	—	—	$90K	0.3%
American Funds American Funds Bond Fund Of Amer R6	Mutual Funds	—	—	$86K	0.3%
s (cont.) T. Rowe Price T. Rowe Price Dividend Growth I	Mutual Funds	—	—	$77K	0.2%
Fidelity Investments Fidelity Freedom Index 2060 Instl Prem	Mutual Funds	—	—	$77K	0.2%
PGIM Investments PGIM Short Duration High Yield Income R6	Other securities	—	—	$52K	0.2%
T. Rowe Price T. Rowe Price Health Sciences I	Other securities	—	—	$49K	0.1%
JPMorgan Mid Cap Value R6	Other securities	—	—	$46K	0.1%
Invesco Funds Invesco Discovery Mid Cap Growth R6 ** 391 Janus Investment Fund Janus Henderson Global Equity Income N	Mutual Funds	—	—	$43K	0.1%
PIMCO Investments LLC Pimco Trends Managed Futures Strat Instl ** 901 T. Rowe Price T. Rowe Price Instl Floating Rate	Mutual Funds	—	—	$40K	0.1%
Fidelity Investments Fidelity Freedom Index 2065 Instl Prem	Mutual Funds	—	—	$33K	<0.1%
Dimensional Fund Advisors DFA Selectively Hedged Global F/I I	Mutual Funds	—	—	$30K	<0.1%
JPMorgan Hedged Equity R6	Other securities	—	—	$29K	<0.1%
Dimensional Fund Advisors DFA US Targeted Value I	Mutual Funds	—	—	$27K	<0.1%
MassMutual Small Cap Opportun I	Other securities	—	—	$16K	<0.1%
Franklin Templeton Investments Franklin Gold And Precious Metals R6 ** 715 Invesco Funds Invesco Comstock R6	Mutual Funds	—	—	$13K	<0.1%
JPMorgan Income R6	Other securities	—	—	$13K	<0.1%