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Original filing (PDF)20251013180908NAL0002536528001
MOUNTAIN WEST ANESTHESIA, L.L.C.
Form 5500
FILING_RECEIVED
MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
53% in single holding
Active participants
238
Accounts w/ balance
218
Plan assets (EOY)
$130.8M
Net assets (EOY)
$130.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
37 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts" is 53% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN WEST ANESTHESIA, L.L.C..
Plan sponsor
Name
MOUNTAIN WEST ANESTHESIA, L.L.C.
EIN
87-0545614
Address
3340 NORTH CENTER STREET, SUITE 800 · LEHI, UT · 84043
Phone
(801) 990-1911
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
2025-10-13
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TANNER 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 | -$10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISOR S, INC | 87-0513295 | — | ADVISOR | $159K | — |
Investments
35 direct securities · 3 pooled funds· $131.0M(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.
Uncategorized
$130.3M
35 holdings
Common Collective Trust
$697K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | — | — | — | $69.9M | 53.4% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | — | — | — | $13.2M | 10.1% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $8.1M | 6.2% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | — | — | — | $7.3M | 5.6% | |
| Fidelity Investments FID FDM IDX 2045 PRM | — | — | — | $6.8M | 5.2% | |
| Fidelity Investments FID FDM IDX 2040 PRM | — | — | — | $3.8M | 2.9% | |
| Fidelity Investments FID GOVT MMKT | — | — | — | $3.3M | 2.5% | |
| Fidelity Investments FID FDM IDX 2050 PRM | — | — | — | $3.1M | 2.4% | |
| Fidelity Investments FID FDM IDX 2035 PRM | — | — | — | $2.1M | 1.6% | |
| Fidelity Investments FID FDM IDX 2025 PRM | — | — | — | $1.9M | 1.5% | |
| Fidelity Investments FID BLUE CHIP GR K6 | — | — | — | $1.9M | 1.4% | |
| Fidelity Investments FID FDM IDX 2030 PRM | — | — | — | $1.4M | 1.1% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $1.2M | 0.9% | |
| Fidelity Investments FID INTL INDEX | — | — | — | $946K | 0.7% | |
| Putnam Investments PUTN LG CAP VAL R6 | — | — | — | $670K | 0.5% | |
| Fidelity Investments FID FDM IDX 2055 PRM | — | — | — | $654K | 0.5% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $642K | 0.5% | |
| MFS Investment Management MFS INTL DIVRSN R6 | — | — | — | $549K | 0.4% | |
| Fidelity Investments FID FDM IDX 2065 PRM | — | — | — | $401K | 0.3% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $357K | 0.3% | |
| PGIM investments PGIM TOTAL TRN BD R6 | — | — | — | $357K | 0.3% | |
| American Funds AF NEW WORLD R6 | — | — | — | $317K | 0.2% | |
| Pacific Investment Management Co LLC PIMCO INCOME INST | — | — | — | $287K | 0.2% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $273K | 0.2% | |
| Victory Capital Investments VICTORY S EST VAL R6 | — | — | — | $230K | 0.2% | |
| Fidelity Investments FID FDM IDX 2020 PRM | — | — | — | $214K | 0.2% | |
| American Century AM CENT SM CAP GR R6 | — | — | — | $178K | 0.1% | |
| J.P. Morgan Asset Management UM BEHAVIORAL VAL R6 | — | — | — | $160K | 0.1% | |
| Notes receivable from participants Participant loans, maturing through 2029 at interest rates of 7.50% – 10.50% -0- | — | — | — | $150K | 0.1% | |
| Principal Funds, Inc. PIF REAL EST SEC R6 | — | — | — | $144K | 0.1% | |
| Fidelity Investments FIDELITY US BOND INDX | — | — | — | $120K | <0.1% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | — | — | — | $94K | <0.1% | |
| Fidelity Investments FID FDM IDX 2060 PRM | — | — | — | $69K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $67K | <0.1% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | — | — | — | $56K | <0.1% | |
| BlackRock BLKRK HIGH YLD BD K | — | — | — | $8K | <0.1% | |
| Fidelity Investments FID FDM IDX 2010 PRM | — | — | — | $3K | <0.1% | |
| Janus Henderson Enterprise J H DEV WORLD BOND N | — | — | — | $2K | <0.1% |
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