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UNIVERSITY AT BUFFALO SURGEONS, INC — UNIVERSITY AT BUFFALO SURGEONS, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250924154703NAL0017464866001
UNIVERSITY AT BUFFALO SURGEONS, INC
Form 5500-SF
FILING_RECEIVED
UNIVERSITY AT BUFFALO SURGEONS, INC. 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
165
Accounts w/ balance
91
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSITY AT BUFFALO SURGEONS, INC
.
Find decision makers
Plan sponsor
Name
UNIVERSITY AT BUFFALO SURGEONS, INC
EIN
80-0033443
Address
DAVID MILLER BUILDING · 462 GRIDER STREET · BUFFALO, NY · 14215
Phone
(716) 228-5730
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
City
PITTSBURGH, PA
Phone
(877) 514-5600
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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