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Original filing (PDF)20251104132541NAL0011635024001
CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
77% in single holdingNo recordkeeper disclosed7 service providers
Active participants
142
Accounts w/ balance
181
Plan assets (EOY)
$140.8M
Net assets (EOY)
$140.8M
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 (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Personal Choice Retirement Account Self-Directed Brokerage Account" is 77% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC..
Plan sponsor
Name
CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC.
EIN
68-0116562
Address
3315 WATT AVE · SACRAMENTO, CA · 958213600
Phone
(916) 481-0777
Industry
Offices of Physicians· Health Care & Social Assistancesee all
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
2025-11-04
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAMS & OLDS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LECONTE WEALTH MANAGEMENT LLC | 92-0190572 | — | NONE | $29K | — |
| TORREY GROWTH & INCOME ADVISOR | 20-4852758 | — | NONE | $24K | — |
| CIBC PRIVATE WEALTH ADVISORS I | 20-0822261 | — | NONE | $22K | — |
| STATHEROS FINANCIAL | 84-2942542 | — | NONE | $11K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $6K | — |
| MAIA WEALTH LLC | 82-3695110 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
31 direct securities· $140.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement Account Self-Directed Brokerage Account | — | — | — | $108.0M | 76.7% | |
| PIMCO TOTAL RETURN FUND Registered Investment Company N/A | — | — | — | $3.8M | 2.7% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company N/A | — | — | — | $3.5M | 2.5% | |
| MONDRIAN INTL VALUE EQUITY Registered Investment Company N/A | — | — | — | $3.4M | 2.4% | |
| VANGUARD INTL GROWTH ADMIRAL Registered Investment Company N/A | — | — | — | $2.8M | 2.0% | |
| PARAMETRIC TX-MGD EM MKT INSTL Registered Investment Company N/A | — | — | — | $1.8M | 1.3% | |
| DFA U.S. TARGETED VALUE CL I Registered Investment Company N/A | — | — | — | $1.6M | 1.1% | |
| DFA U.S. LARGE CAP VALUE Registered Investment Company N/A | — | — | — | $1.6M | 1.1% | |
| DODGE & COX STOCK FUND X Registered Investment Company N/A | — | — | — | $1.6M | 1.1% | |
| CONESTOGA SMCAP INSTITUTIONAL Registered Investment Company N/A | — | — | — | $1.3M | 0.9% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company N/A | — | — | — | $1.2M | 0.9% | |
| VANGUARD HIGH-YIELD CORP ADM Registered Investment Company N/A | — | — | — | $1.2M | 0.9% | |
| VANGUARD SELECTED VALUE Registered Investment Company N/A | — | — | — | $1.0M | 0.7% | |
| HARBOR CAP APPRECIATION RTMT Registered Investment Company N/A | — | — | — | $937K | 0.7% | |
| DFA INTL SMALL COMPANY Registered Investment Company N/A | — | — | — | $935K | 0.7% | |
| VANGUARD ST INVEST GRD ADMIRAL Registered Investment Company N/A | — | — | — | $843K | 0.6% | |
| NATIONWIDE GENEVA MC GRTH R6 Registered Investment Company N/A | — | — | — | $782K | 0.6% | |
| CALVERT EQUITY R6 Registered Investment Company N/A | — | — | — | $766K | 0.5% | |
| DFA REAL ESTATE SECURITIES Registered Investment Company N/A | — | — | — | $760K | 0.5% | |
| DFA INTL REAL EST SEC PORT Registered Investment Company N/A | — | — | — | $708K | 0.5% | |
| PIMCO INTL BOND UNHEDGED INSTL Registered Investment Company N/A | — | — | — | $653K | 0.5% | |
| AMERICAN FUNDS EMRG MKTS BD R6 Registered Investment Company N/A | — | — | — | $525K | 0.4% | |
| PARTICIPANT LOANS Interest rates ranging from 3.25% to 9.50% -0- | — | — | — | $328K | 0.2% | |
| Contributions Receivable | — | — | — | $319K | 0.2% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company N/A | — | — | — | $124K | <0.1% | |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company N/A | — | — | — | $90K | <0.1% | |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company N/A | — | — | — | $34K | <0.1% | |
| DFA INTL VALUE PORTFOLIO Registered Investment Company N/A | — | — | — | $19K | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM Registered Investment Company N/A | — | — | — | $9K | <0.1% | |
| VANGUARD SHORT TERM BD IDX ADM Registered Investment Company N/A | — | — | — | $5K | <0.1% | |
| SCHWAB VALUE ADVANTAGE FUND Money Market / Cash Equivalent N/A | — | — | — | $2K | <0.1% |
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