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Original filing (PDF)20251015201217NAL0005800689001
USHV MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
USHV EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
1,897
Accounts w/ balance
1,008
Plan assets (EOY)
$100.5M
Net assets (EOY)
$100.5M
How this plan invests
This plan
1 pooled trust
Schedule D
55 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USHV MANAGEMENT, LLC.
Plan sponsor
Name
USHV MANAGEMENT, LLC
EIN
87-4006946
Address
341 COOL SPRINGS BLVD · SUITE 305 · FRANKLIN, TN · 37067
Phone
(520) 838-2128
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BEASLEY MITCHELL AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC | 13-5657518 | — | CONSULTANT | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
| ERP RETIREMENT SERVICES | 84-2409363 | — | CONSULTANT | $11K | — |
Investments
55 direct securities · 1 pooled fund· $100.9M(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
$100.3M
54 holdings
Common Collective Trust
$411K
1 holding
Pooled Separate Accounts
$236K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IPR * FID FDM Index 2030 697,398.878 shares ^ | — | — | — | $14.1M | 14.0% | |
| UNALLOCATED GENERAL ACCOUNTS * Self-Directed Brokerage Accounts ^ | — | — | — | $10.5M | 10.5% | |
| Index Admiral Vanguard 500 INDEX 19,103.845 shares ^ | — | — | — | $10.4M | 10.3% | |
| FID FDM Index 2040 343,495.651 shares ^ | — | — | — | $8.5M | 8.4% | |
| IPR * FID FDM Index 2035 331,345.156 shares ^ | — | — | — | $7.7M | 7.7% | |
| IPR * FID FDM Index 2045 232,028.554 shares ^ | — | — | — | $6.0M | 6.0% | |
| IPR * FID FDM Index 2050 222,636.474 shares ^ | — | — | — | $5.8M | 5.8% | |
| IPR * FID FDM Index 2020 304,376.911 shares ^ | — | — | — | $4.8M | 4.8% | |
| Term Bond Index * FID Government 11,853.312 shares ^ | — | — | — | $3.8M | 3.8% | |
| Vanguard Growth 17,616.678 shares ^ | — | — | — | $3.7M | 3.7% | |
| IPR * FID FDM Index 2025 188,086.901 shares ^ | — | — | — | $3.5M | 3.5% | |
| IPR * FID FDM Index 2015 128,593.190 shares ^ | — | — | — | $1.8M | 1.8% | |
| IPR * FID Intermediate 174,497.779 shares ^ | — | — | — | $1.6M | 1.6% | |
| IPR * FID FDM Index 2055 72,010.033 shares ^ | — | — | — | $1.5M | 1.5% | |
| Index Admiral Vanguard DEV 89,755.521 shares ^ | — | — | — | $1.4M | 1.4% | |
| Healthcare Index AD EV AC Small-Mid Cap 32,034.227 shares ^ | — | — | — | $1.3M | 1.3% | |
| IPR * FID FDM Index 2060 60,309.619 shares ^ | — | — | — | $1.1M | 1.1% | |
| Vanguard INFO TEC 2,873.157 shares ^ | — | — | — | $914K | 0.9% | |
| Estate Index Admiral Vanguard EM Stock 23,171.361 shares ^ | — | — | — | $852K | 0.8% | |
| Income Abbett Large Cap 7,452.478 shares ^ | — | — | — | $814K | 0.8% | |
| Value HTFD Dividend & 23,310.662 shares ^ | — | — | — | $804K | 0.8% | |
| Invesco Small Cap 27,503.682 shares ^ | — | — | — | $719K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS * Participant Loans 3.25 to 9.5% ^ | — | — | — | $677K | 0.7% | |
| Growth * Long Duration 74,130.168 shares ^ | — | — | — | $641K | 0.6% | |
| Vanguard Value 9,422.322 shares ^ | — | — | — | $622K | 0.6% | |
| International Stock X Vanguard Total BD 58,517.414 shares ^ | — | — | — | $555K | 0.6% | |
| AF BALANCED 15,427.864 shares ^ | — | — | — | $530K | 0.5% | |
| GR Index Admiral Vanguard Small Cap 5,933.178 shares ^ | — | — | — | $505K | 0.5% | |
| Market Admiral Vanguard 4,506.758 shares ^ | — | — | — | $458K | 0.5% | |
| Vanguard ENERGY 7,556.500 shares ^ | — | — | — | $457K | 0.5% | |
| Vanguard 3,590.580 shares ^ | — | — | — | $456K | 0.5% | |
| Index Admiral Vanguard Small Cap 4,218.941 shares ^ | — | — | — | $415K | 0.4% | |
| Admiral DODGE & COX 8,287.001 shares ^ | — | — | — | $414K | 0.4% | |
| Brokerage Accounts INSURANCE CONTRACT | — | — | — | $411K | 0.4% | |
| RT METLIFE 25053 68 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $411K | 0.4% | |
| International Growth Admiral Vanguard Small Cap 2,710.165 shares ^ | — | — | — | $312K | 0.3% | |
| Market Index Admiral Vanguard Mid Cap 2,631.507 shares ^ | — | — | — | $288K | 0.3% | |
| IPR * FID FDM Index 2065 19,375.137 shares ^ | — | — | — | $284K | 0.3% | |
| Vanguard Mid Cap 2,840.730 shares ^ | — | — | — | $238K | 0.2% | |
| S AM CENT Small Cap 10,248.507 shares ^ | Pooled Separate Accounts | — | — | $236K | 0.2% | |
| Growth PIMCO Income 19,272.914 shares ^ | — | — | — | $203K | 0.2% | |
| FIRST EAGLE GOLD 7,663.113 shares ^ | — | — | — | $201K | 0.2% | |
| Index Admiral Vanguard Mid Cap 430.929 shares ^ | — | — | — | $141K | 0.1% | |
| Mid Cap PIM COMMPLUS 18,913.776 shares ^ | — | — | — | $126K | 0.1% | |
| C&S Real Estate Z 6,598.889 shares ^ | — | — | — | $114K | 0.1% | |
| IPR * FID FDM Index 2010 7,661.355 shares ^ | — | — | — | $98K | <0.1% | |
| AF NEW WORLD 1,224.143 shares ^ | — | — | — | $94K | <0.1% | |
| PUTNAM Global Tech 935.829 shares ^ | — | — | — | $68K | <0.1% | |
| Growth PIMCO Low Duration 7,606.390 shares ^ | — | — | — | $61K | <0.1% | |
| Index Admiral Vanguard Real 427.930 shares ^ | — | — | — | $54K | <0.1% | |
| STRAT I * FID INFL PR BD Index 4,898.981 shares ^ | — | — | — | $44K | <0.1% | |
| Value Index Admiral JH DS CapL Value 1,092.302 shares ^ | — | — | — | $29K | <0.1% | |
| Abbett Total Return TRP HEALTH SCI 205.337 shares ^ | — | — | — | $16K | <0.1% | |
| FID FDM Index INC 1,229.335 shares ^ | — | — | — | $14K | <0.1% | |
| Index AD PGIM HIGH YIELD 692.899 shares ^ | — | — | — | $3K | <0.1% | |
| Institutional BR Strat Glb Bd K 362.061 shares ^ | — | — | — | $2K | <0.1% |
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