Back to filter
Original filing (PDF)20251015083346NAL0002110771001
AMSURG, LLC
Form 5500
FILING_RECEIVED
AMSURG, LLC 401(K) PLAN
401(k) retirement plan
Active participants
5,372
Accounts w/ balance
6,880
Plan assets (EOY)
$225.8M
Net assets (EOY)
$225.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMSURG, LLC.
Plan sponsor
Name
AMSURG, LLC
EIN
82-2995615
Address
1A BURTON HILLS BLVD · NASHVILLE, TN · 37215
Phone
(615) 420-4301
Industry
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
LBMC, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $183K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
Investments
13 direct securities · 14 pooled funds· $230.2M(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
$157.2M
14 holdings
Uncategorized
$73.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $25.1M | 11.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.0M | 8.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.8M | 8.3% | |
| Fidelity 500 Index Fund | — | — | — | $17.7M | 7.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $16.9M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.5% | |
| T. Rowe Price Large Cap Growth Fund I Class | — | — | — | $15.1M | 6.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.9M | 4.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.2% | |
| Invesco Stable Value Fund B1 | — | — | — | $7.6M | 3.3% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.3% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $7.5M | 3.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.1M | 2.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $4.8M | 2.1% | |
| Dimensional Fund Advisors US Targeted Value Class I | — | — | — | $4.6M | 2.0% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| Fidelity Brokerage Link | — | — | — | $3.8M | 1.7% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $3.8M | 1.7% | |
| Fidelity International Discovery K6 Fund | — | — | — | $3.1M | 1.4% | |
| Fidelity Total International Index Fund | — | — | — | $2.1M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.7M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Dimensional Fund Advisors Inflation-Protected Securities Class I | — | — | — | $857K | 0.4% | |
| Vanguard Treasury Money Market | — | — | — | $457K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $235K | 0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN
$294.4M · 487 participants
NUEHEALTH EQUITY CO., LLC
NUEHEALTH 401(K) RETIREMENT PLAN
$91.6M · 1,133 participants
PEDIATRIC EMERGENCY MEDICINE ASSOCIATES, LLC.
PEMA 401(K) PLAN
$74.6M · 93 participants
SOUTHERN ILLINOIS HEALTHCARE FOUNDATION, INC. DBA SIHF HEALTHCARE
SIHF HEALTHCARE SAVINGS AND INVESTMENT PLAN
$70.5M · 1,020 participants
QUALIFIED EMERGENCY SPECIALISTS, INC.
QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN
$66.0M · 76 participants
COMMONWEALTH EMERGENCY
COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN
$61.7M · 117 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B