Original filing (PDF)20250922152145NAL0005381537001

NEUROLOGICAL ASSOCIATES OF TUCSON, P.C.

Name: NEUROLOGICAL ASSOCIATES OF TUCSON, P.C. — NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN, Form 5500 (2024)
Creator: NEUROLOGICAL ASSOCIATES OF TUCSON, P.C.

Form 5500

FILING_RECEIVED

NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsCorrective distributions issuedHigh average account balance

Active participants

120

Accounts w/ balance

146

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 17K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEUROLOGICAL ASSOCIATES OF TUCSON, P.C..

Plan sponsor

Name

NEUROLOGICAL ASSOCIATES OF TUCSON, P.C.

EIN

86-0187416

Address

2450 E. RIVER ROAD · TUCSON, AZ · 85718

Phone

(520) 795-7750

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0187416	GREENWOOD VILLAGE, CO	RECORDKEEPER	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PINNACLE PLAN DESIGN, LLC	20-3970947	TUCSON, AZ	CONTRACT ADMINISTRATOR	$10K	—

Investments

32 direct securities· $25.8M(95% of reported assets)

Other securities

$25.2M

30 holdings

Stable Value

$278K

1 holding

Bonds / Notes

$268K

1 holding

					% of plan
Charles Schwab Self Directed Brokerage Accounts Fund Self-directed brokerage account	Other securities	—	—	$6.3M	23.3%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$2.8M	10.4%
T. Rowe Price New America Growth Mutual fund	Other securities	—	—	$2.1M	7.7%
American Funds American Balanced R6 Mutual fund	Other securities	—	—	$1.9M	7.1%
Fidelity Freedom Index 2035 Premier Mutual fund	Other securities	—	—	$1.9M	7.1%
Fidelity Freedom Index 2040 Premier Mutual fund	Other securities	—	—	$1.1M	4.1%
Fidelity Freedom Index 2025 Premier Mutual fund	Other securities	—	—	$1.1M	4.1%
Putnam Equity Income R6 Mutual fund	Other securities	—	—	$1.1M	4.1%
Fidelity Freedom Index 2045 Premier Mutual fund	Other securities	—	—	$915K	3.4%
Fidelity Freedom Index 2050 Premier Mutual fund	Other securities	—	—	$881K	3.3%
Vanguard Small Cap Index Adm Mutual fund	Other securities	—	—	$623K	2.3%
Fidelity Total Bond Fund Mutual fund	Other securities	—	—	$572K	2.1%
American Funds EuroPacific Gr R6 Mutual fund	Other securities	—	—	$543K	2.0%
Global Real Estate Securities Mutual fund	Other securities	—	—	$483K	1.8%
Vanguard Total Intl Stock Index Admiral Mutual fund	Other securities	—	—	$459K	1.7%
Fidelity Emerging Markets Mutual fund	Other securities	—	—	$389K	1.4%
Vanguard Mid Cap Index Fund - Admiral Mutual fund	Other securities	—	—	$369K	1.4%
Key Guarantee Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$278K	1.0%
Participant Loans Interest rates from 4.25% to 9.50% $0	Bonds / Notes	—	—	$268K	1.0%
MFS Mid Cap Value R3 Mutual fund	Other securities	—	—	$232K	0.9%
Wasatch Core Growth Institutional Mutual fund	Other securities	—	—	$230K	0.9%
Fidelity Freedom Index 2030 Premier Mutual fund	Other securities	—	—	$147K	0.5%
Fidelity Freedom Index 2015 Premier Mutual fund	Other securities	—	—	$136K	0.5%
Fidelity Total Market Index Mutual fund	Other securities	—	—	$131K	0.5%
Fidelity Freedom Index Income Premier Mutual fund	Other securities	—	—	$129K	0.5%
Hartford World Bond Fund Mutual fund	Other securities	—	—	$123K	0.5%
Fidelity Freedom Index 2020 Premier Mutual fund	Other securities	—	—	$119K	0.4%
Fidelity Freedom Index 2055 Premier Mutual fund	Other securities	—	—	$112K	0.4%
Delaware Ivy Mid Cap Growth Mutual fund	Other securities	—	—	$105K	0.4%
PIMCO Income Fund Institutional Class Mutual fund	Other securities	—	—	$70K	0.3%
Victory Sycamore Small Company Opp R6 Mutual fund	Other securities	—	—	$46K	0.2%
Fidelity Freedom Index 2060 Premier Mutual fund	Other securities	—	—	$31K	0.1%