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Original filing (PDF)20250729142450NAL0004888512001
ADVANCED CARDIOVASCULAR SPECIALISTS LLC
Form 5500
FILING_RECEIVED
ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
104
Accounts w/ balance
156
Plan assets (EOY)
$47.2M
Net assets (EOY)
$47.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street State St Target Ret 2025 SL CL VI" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED CARDIOVASCULAR SPECIALISTS LLC.
Plan sponsor
Name
ADVANCED CARDIOVASCULAR SPECIALISTS LLC
EIN
82-1064121
Address
P.O. BOX 51008 · SHREVEPORT, LA · 71135
Phone
(318) 798-9400
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TMCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEWARD PARNTERS INVESTMENTS ADVIS | — | BOSTON, MA | INVESTMENT ADVISOR | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES, INC. | 62-1477251 | BRENTWOOD, TN | CONTRACT ADMIN | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TMCE LLP | — | SHREVEPORT, LA | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
34 direct securities · 10 pooled funds· $46.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$35.2M
10 holdings
Uncategorized
$11.2M
33 holdings
Mutual Funds
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $11.8M | 24.9% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $6.8M | 14.5% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $6.8M | 14.4% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $4.7M | 10.0% | |
| Vanguard 500 Index Admiral | — | — | — | $2.1M | 4.4% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.3M | 2.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.3M | 2.7% | |
| JPMorgan US Research Enhanced Equity R6 | — | — | — | $1.2M | 2.6% | |
| Dodge & Cox Stock Fund | — | — | — | $1.2M | 2.5% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.1M | 2.3% | |
| Putnam Growth Opportunities R6 | — | — | — | $743K | 1.6% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $492K | 1.0% | |
| Fixed Annuity * Great-West Life & Annuity Key Guaranteed Portfolio Fund | — | — | — | $420K | 0.9% | |
| Victory Sycamore Established Value R6 | — | — | — | $375K | 0.8% | |
| Great-West T. Rowe Price Mid Cap Gr Inst | — | — | — | $345K | 0.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $321K | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $319K | 0.7% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $301K | 0.6% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $249K | 0.5% | |
| Putnam Dynamic Asset Allocation Growth | — | — | — | $247K | 0.5% | |
| Vanguard Balanced Index Adm | — | — | — | $202K | 0.4% | |
| Putnam Large Cap Value R6 | — | — | — | $196K | 0.4% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $193K | 0.4% | |
| Prudential Total Return Bond Q | — | — | — | $170K | 0.4% | |
| Vanguard Total Stock Index | — | — | — | $129K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $95K | 0.2% | |
| Prudential High-yield Q | — | — | — | $93K | 0.2% | |
| JPMorgan US Small Company R6 | — | — | — | $72K | 0.2% | |
| Invesco Oppenheimer International Growth | — | — | — | $59K | 0.1% | |
| Pimco Real Return Instl | — | — | — | $40K | <0.1% | |
| Vanguard Reit Index Adm | — | — | — | $39K | <0.1% | |
| Vanguard Short-term Bond Index | — | — | — | $38K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $31K | <0.1% | |
| Brandywine Global Opps Bond IS | — | — | — | $24K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $24K | <0.1% | |
| Clearbridge Mid-cap Class IS ** 534 DFA International Core Equity | — | — | — | $23K | <0.1% | |
| Putnam Primecap Odyssey Growth | — | — | — | $19K | <0.1% | |
| Putnam Dynamic Asset Allocation Consv | — | — | — | $11K | <0.1% | |
| Pimco Income Instl | — | — | — | $10K | <0.1% | |
| Putnam International Equity R6 | — | — | — | $7K | <0.1% | |
| Janus Henderson Small Cap Value N | — | — | — | $3K | <0.1% | |
| Janus Henderson Triton N | — | — | — | $3K | <0.1% |
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