Original filing (PDF)20250917105647NAL0000203459001

ANESTHESIOLOGY GROUP ASSOCIATES, INC.

Name: ANESTHESIOLOGY GROUP ASSOCIATES, INC. — ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANESTHESIOLOGY GROUP ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

114

Accounts w/ balance

156

Plan assets (EOY)

$47.2M

Net assets (EOY)

$47.2M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANESTHESIOLOGY GROUP ASSOCIATES, INC..

Plan sponsor

Name

ANESTHESIOLOGY GROUP ASSOCIATES, INC.

EIN

72-0727296

Address

7777 HENNESSY BLVD. STE. 301 · BATON ROUGE, LA · 70808

Phone

(225) 769-4403

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

2025-09-17

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$77K	—
CHARLES SCHWAB & CO.,INC	94-1737782	—	NONE	$51	—

Investments

19 direct securities· $46.7M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
SCHWAB TOTAL STK MARKET INDEX	—	—	—	$9.7M	20.5%
VANGUARD TTL BOND MKT INDEX	—	—	—	$6.3M	13.3%
PCRA	—	—	—	$5.9M	12.4%
VANGUARD GROWTH INDEX	—	—	—	$5.2M	11.1%

Related plans

Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC

SOUTHWEST AIRLINES COMPANY

SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN

$11.6B · 11,679 participants

THE CHARLES SCHWAB CORPORATION

SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN

$8.9B · 32,145 participants

HUMANA INC.

HUMANA RETIREMENT SAVINGS PLAN

$7.7B · 42,968 participants

HDR, INC.

HDR, INC. BEST PLAN AND ESOP

$7.7B · 12,137 participants

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS