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Original filing (PDF)20251013100826NAL0002358578001
US ONCOLOGY CORPORATE, INC.
Form 5500
FILING_RECEIVED
TEXAS ONCOLOGY, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
4,845
Accounts w/ balance
6,110
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
24 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US ONCOLOGY CORPORATE, INC..
Plan sponsor
Name
US ONCOLOGY CORPORATE, INC.
EIN
75-2131429
Address
12221 MERIT DR STE 500 · DALLAS, TX · 75251
Phone
(972) 490-2910
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
2025-10-13
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $240K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $72K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON AND MELTON | 74-1550819 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
24 direct securities · 24 pooled funds· $1.9B(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.
Common Collective Trust
$968.5M
24 holdings
Uncategorized
$896.8M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fiam Trust Company Blue Chip Growth Commingled Pool Class O | — | — | — | $183.1M | 15.8% | |
| FID BLUE CHP GR CP O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $183.1M | 15.8% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $163.5M | 14.1% | |
| T. Rowe Price Retirement 2040 K | — | — | — | $76.1M | 6.6% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $76.1M | 6.6% | |
| Participant-Directed Brokerage Accounts | — | — | — | $71.9M | 6.2% | |
| T. Rowe Price Retirement 2030 K | — | — | — | $70.2M | 6.1% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $70.2M | 6.1% | |
| T. Rowe Price Retirement 2035 K | — | — | — | $69.2M | 6.0% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $69.2M | 6.0% | |
| Vanguard Windsor II Admiral | — | — | — | $67.3M | 5.8% | |
| T. Rowe Price Retirement 2045 K | — | — | — | $49.0M | 4.2% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $49.0M | 4.2% | |
| T. Rowe Price Retirement 2050 K | — | — | — | $43.4M | 3.8% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $43.4M | 3.8% | |
| Fiam Trust Company Small Capitalization Core Commingled Pool Class H | — | — | — | $42.2M | 3.6% | |
| FIAM SM CAP COR CL H FIAM TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $42.2M | 3.6% | |
| TRP STABLE VALUE M T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $41.2M | 3.6% | |
| T. Rowe Price Retirement 2025 K | — | — | — | $38.3M | 3.3% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $38.3M | 3.3% | |
| Capital Group EuroPacific Growth U4 | — | — | — | $37.2M | 3.2% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $37.2M | 3.2% | |
| Wellington Trust Company Core Bond Plus (Series 4) Portfolio | — | — | — | $30.3M | 2.6% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $30.3M | 2.6% | |
| T. Rowe Price Retirement 2055 K | — | — | — | $22.6M | 2.0% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $22.6M | 2.0% | |
| T. Rowe Price Retirement 2020 K | — | — | — | $21.6M | 1.9% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $21.6M | 1.9% | |
| State Street Mid Cap Index Securities Lending Series Fund Class II | — | — | — | $19.0M | 1.6% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.0M | 1.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $14.0M | 1.2% | |
| State Street U.S. Short-Term Government/Credit Bond Index Securities Lending Series Fund Class II | — | — | — | $11.7M | 1.0% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 425 | Common Collective Trust | — | — | $11.7M | 1.0% | |
| State Street All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II | — | — | — | $11.2M | 1.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $11.2M | 1.0% | |
| T. Rowe Price Retirement 2060 K | — | — | — | $10.5M | 0.9% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.9% | |
| Participant Loans 4.25% - 9.5% 0 | — | — | — | $7.6M | 0.7% | |
| T. Rowe Price Retirement 2015 K | — | — | — | $5.3M | 0.5% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.5% | |
| T. Rowe Price Retirement 2010 K | — | — | — | $4.3M | 0.4% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.4% | |
| T. Rowe Price Retirement 2005 K | — | — | — | $2.9M | 0.3% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.3% | |
| T. Rowe Price Retirement 2065 K | — | — | — | $1.7M | 0.1% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| Vanguard Treasury Money Market | — | — | — | $92K | <0.1% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 050 | Common Collective Trust | — | — | $0 | <0.1% |