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Original filing (PDF)20251010120620NAL0004213763001
US ONCOLOGY CORPORATE, INC.
Form 5500
FILING_RECEIVED
US ONCOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8,107
Accounts w/ balance
6,882
Plan assets (EOY)
$357.5M
Net assets (EOY)
$357.5M
How this plan invests
This plan
25 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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
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
76-0473455
Address
10101 WOODLOCH FOREST · THE WOODLANDS, TX · 77380
Phone
(281) 863-5679
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
2025-10-10
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
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 | $376K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | CONSULTANT | $74K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON | 74-1550819 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
23 direct securities · 25 pooled funds· $640.4M(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
$328.1M
25 holdings
Uncategorized
$312.3M
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Commingled Pool Class O | — | — | — | $45.2M | 12.6% | |
| FID BLUE CHP GR CP O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $45.2M | 12.6% | |
| T. Rowe Price Retirement 2035 | — | — | — | $40.0M | 11.2% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $40.0M | 11.2% | |
| T. Rowe Price Retirement 2030 | — | — | — | $34.0M | 9.5% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34.0M | 9.5% | |
| T. Rowe Price Retirement 2040 | — | — | — | $30.4M | 8.5% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $30.4M | 8.5% | |
| T. Rowe Price Retirement 2045 | — | — | — | $29.6M | 8.3% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $29.6M | 8.3% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $26.8M | 7.5% | |
| T. Rowe Price Retirement 2025 | — | — | — | $25.5M | 7.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.5M | 7.1% | |
| T. Rowe Price Retirement 2050 | — | — | — | $20.6M | 5.8% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $20.6M | 5.8% | |
| Vanguard Windsor II Admiral | — | — | — | $15.2M | 4.2% | |
| T. Rowe Price Retirement 2055 | — | — | — | $12.6M | 3.5% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.6M | 3.5% | |
| TRP STABLE VALUE M T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $10.6M | 3.0% | |
| FIAM Small Capitalization Core Commingled Pool Class H | — | — | — | $10.3M | 2.9% | |
| FIAM SM CAP COR CL H FIAM TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $10.3M | 2.9% | |
| Participant Loans 4.25% - 10.0% 0 | — | — | — | $8.7M | 2.4% | |
| Capital Group EuroPacific Growth U4 | — | — | — | $7.4M | 2.1% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $7.4M | 2.1% | |
| T. Rowe Price Retirement 2020 | — | — | — | $6.6M | 1.8% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.8% | |
| T. Rowe Price Retirement 2060 | — | — | — | $6.0M | 1.7% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.7% | |
| State Street Mid Cap Index Securities Lending Series Fund Class II | — | — | — | $5.3M | 1.5% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $5.3M | 1.5% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $4.7M | 1.3% | |
| Participant-Directed Brokerage Accounts | — | — | — | $4.4M | 1.2% | |
| T. Rowe Price Retirement 2015 | — | — | — | $2.7M | 0.7% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| State Street U.S. Short-Term Government/Credit Bond Index Securities Lending Series Fund Class II | — | — | — | $2.7M | 0.7% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 425 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II | — | — | — | $2.1M | 0.6% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| T. Rowe Price Retirement 2010 | — | — | — | $1.1M | 0.3% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| T. Rowe Price Retirement 2005 | — | — | — | $979K | 0.3% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $979K | 0.3% | |
| T. Rowe Price Retirement 2065 | — | — | — | $953K | 0.3% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $953K | 0.3% | |
| Vanguard Treasury Money Market | — | — | — | $36K | <0.1% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 050 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SM CAP COR CL K FIAM TRUST COMPANY · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% |