How big is Gastroenterology Consultants, Ltd.'s plan?

Gastroenterology Consultants, Ltd.'s plan reported $17.0M in assets and 102 participants for 2024.

Original filing (PDF)20251011225132NAL0009153265001

Gastroenterology Consultants, Ltd.

Name: Gastroenterology Consultants, Ltd. — Gastroenterolog, Form 5500 (2024)
Creator: Gastroenterology Consultants, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gastroenterology Consultants and Nevada Endoscopy Management 401(k) Profit Sharing Plan

401(k) retirement plan · Gastroenterology Consultants, Ltd.'s Gastroenterology Consultants and Nevada Endoscopy Management 401(k) Profit Sharing Plan held $17.0M in plan assets for 102 participants in 2024, with JULY Business Services Inc. as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

102

Accounts w/ balance

162

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

Plan identifiers

Gastroenterology Consultants, Ltd.'s EIN is 88-0182841.

EIN 88-0182841

Plan number 002

Plan year 2024

ACK ID 20251011225132NAL0009153265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gastroenterology Consultants, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gastroenterology Consultants, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

GASTROENTEROLOGY CONSULTANTS, LTD.

EIN

all filings

Address

10619 PROFESSIONAL CIRCLE · RENO, NV · 89521

Phone

(775) 455-4316

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-11

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICES INC	74-2715820	—	RECORDKEEPER	$23K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE	—	MINNEAPOLIS, MN	NONE	$12K	—

Investments

36 direct securities· $16.6M(98% of reported assets)

Mutual Funds

$9.0M

23 holdings

Other securities

$2.8M

6 holdings

Common Collective Trusts

$2.1M

3 holdings

Self-Directed Brokerage

$1.8M

1 holding

Stable Value

$911K

1 holding

Bonds / Notes

$34K

1 holding

Common Stocks

$3K

1 holding

					% of plan
Self-Directed Brokerage Accounts Various Investments	Self-Directed Brokerage	—	—	$1.8M	10.5%
Vanguard Windsor™ Inv Mutual Fund	Mutual Funds	—	—	$1.6M	9.2%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	6.9%
Vanguard Total Stock Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.2M	6.8%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$933K	5.5%
CMFG Stable Value A23 Guaranteed Investment Contract	Stable Value	—	—	$911K	5.4%
Capital World Growth & Income R6 Mutual Fund	Other securities	—	—	$888K	5.2%
Pioneer Strategic Income-K Mutual Fund	Other securities	—	—	$672K	3.9%
American Capital Income Builder R6 Mutual Fund	Other securities	—	—	$625K	3.7%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$594K	3.5%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$511K	3.0%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$500K	2.9%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$491K	2.9%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$487K	2.9%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$485K	2.9%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$440K	2.6%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$421K	2.5%
iShares Core Intl Stock ETF Exchange Traded Fund	Other securities	—	—	$390K	2.3%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$338K	2.0%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$336K	2.0%
Vanguard Federal Money Market Investor Mutual Fund	Mutual Funds	—	—	$275K	1.6%
Vanguard Interm-Term Treasury Adm Mutual Fund	Mutual Funds	—	—	$213K	1.3%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$197K	1.2%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$184K	1.1%
Franklin Utilities Fund-R6 Mutual Fund	Mutual Funds	—	—	$170K	1.0%
Vanguard Consumer Staples Index Admiral Mutual Fund	Mutual Funds	—	—	$161K	0.9%
Pioneer Strategic Income Y Mutual Fund	Other securities	—	—	$158K	0.9%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$153K	0.9%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$133K	0.8%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$116K	0.7%
Vanguard US Growth Admiralᵀ Mutual Fund	Mutual Funds	—	—	$83K	0.5%
Participant Loans Maturing at various maturities at interest rates of 5.25%-10.25% $0	Bonds / Notes	—	—	$34K	0.2%
iShares Core High Dividend ETF Exchange Traded Fund	Other securities	—	—	$18K	0.1%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
KKR & Co Inc CI A Mutual Fund	Common Stocks	—	—	$3K	<0.1%