How big is One Anesthesia, PLLC's plan?

One Anesthesia, PLLC's plan reported $69.8M in assets and 67 participants for 2024.

Original filing (PDF)20251013140016NAL0003102578001

One Anesthesia, PLLC

Name: One Anesthesia, PLLC — One Anesthesia 401(k) Profit, Form 5500 (2024)
Creator: One Anesthesia, PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

One Anesthesia 401(k) Profit Sharing Plan

401(k) retirement plan · One Anesthesia, PLLC's One Anesthesia 401(k) Profit Sharing Plan held $69.8M in plan assets for 67 participants in 2024.

Signals · 3

32% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$69.8M

Net assets (EOY)

$69.8M

Plan identifiers

One Anesthesia, PLLC's EIN is 61-0841763.

EIN 61-0841763

Plan number 002

Plan year 2024

ACK ID 20251013140016NAL0003102578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Anesthesia, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Anesthesia, PLLC's plan includes a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), 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 ONE ANESTHESIA, PLLC.

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How this plan invests

This plan

2 pooled trusts

Schedule D

18 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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ONE ANESTHESIA, PLLC

EIN

all filings

Address

320 WHITTINGTON PARKWAY, SUITE 301 · LOUISVILLE, KY · 40222

Phone

(502) 379-1212

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

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

2A · Age/service weighted or new comparability

2D · Offset of another plan

2J · 401(k) feature

2G · Total participant-directed accounts

2S · Automatic enrollment

2E · Profit-sharing

2K · 401(m) arrangement

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HILLIARD LYONS - A BAIRD COMPANY	—	LOUISVILLE, KY	INVESTMENT ADVISOR	$43K	—
STOCK YARDS BANK & TRUST	—	LOUISVILLE, KY	INVESTMENT ADVISOR	$25K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN TRUST COMPANY

Investments

18 direct securities · 2 pooled funds· $69.5M(100% 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

$37.6M

15 holdings

Self-Directed Brokerage

$21.3M

1 holding

Common Collective Trust

$8.1M

2 holdings

Common Collective Trusts

$2.5M

2 holdings

					% of plan
Schwab Self Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$21.3M	30.5%
Vanguard Mutual Fund - Vanguard Index 500 Admiral	Mutual Funds	—	—	$13.9M	19.9%
Vanguard Mutual Fund - Vanguard Value Index Admiral	Mutual Funds	—	—	$5.9M	8.5%
Vanguard Mutual Fund - Vanguard Inter-Term Bond Index Admiral	Mutual Funds	—	—	$5.7M	8.2%
UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008	Common Collective Trust	—	—	$5.6M	8.0%
UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001	Common Collective Trust	—	—	$2.5M	3.6%
Vanguard Mutual Fund - Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$2.1M	3.1%
Vanguard Mutual Fund - Vanguard Growth Index Admiral	Mutual Funds	—	—	$2.1M	3.1%
Unified Trust Common/Collective Trust - UTC Wealth Pres Strat Target Risk-Grth II	Common Collective Trusts	—	—	$2.1M	3.0%
Vanguard Mutual Fund - Vanguard Mid Cap Value Index Admiral	Mutual Funds	—	—	$1.7M	2.4%
Vanguard Mutual Fund - Vanguard Int'l Value Investor	Mutual Funds	—	—	$1.4M	2.1%
Vanguard Mutual Fund - Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$1.2M	1.7%
DFA Mutual Fund - DFA Emerging Markets	Mutual Funds	—	—	$914K	1.3%
Vanguard Mutual Fund - Vanguard Mid Cap Growth Index Admiral	Mutual Funds	—	—	$794K	1.1%
DFA Mutual Fund - DFA US Targeted Value	Mutual Funds	—	—	$742K	1.1%
PIMCO Mutual Fund - Pimco Commodity Real Ret Strat 78 American Mutual Fund - American Funds US Government Sec R6	Mutual Funds	—	—	$509K	0.7%
Unified Trust Common/Collective Trust - UTC Wealth Pres Strat Target Risk-Mod II	Common Collective Trusts	—	—	$393K	0.6%
Vanguard Mutual Fund - Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$301K	0.4%
Vanguard Mutual Fund - Vanguard REIT Index Admiral	Mutual Funds	—	—	$93K	0.1%
Vanguard Mutual Fund - Vanguard Balanced Index Admiral	Mutual Funds	—	—	$62K	<0.1%