Original filing (PDF)20251015141809NAL0002436147001

BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL

Name: BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL — BAY SURGERY CENTER LP / PAIN & REHABILITATIVE CONSULTANTS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL

Form 5500

FILING_RECEIVED

BAY SURGERY CENTER LP / PAIN & REHABILITATIVE CONSULTANTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

39% in single holding

Active participants

110

Accounts w/ balance

170

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

How this plan invests

This plan

25 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

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL.

Plan sponsor

Name

BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL

EIN

91-2126247

Address

1335 STANFORD AVENUE · EMERYVILLE, CA · 94608

Phone

(510) 647-5101

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

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$2K	—

Investments

25 direct securities· $16.6M(100% of reported assets)

Other securities

$16.6M

24 holdings

Cash / Money Market

$2K

1 holding

					% of plan
Vanguard Total Stock Market Index Inv Vanguard 0	Other securities	—	—	$6.5M	38.6%
Vanguard 500 Index Inv Vanguard 0	Other securities	—	—	$1.5M	8.7%
Vanguard Growth Index Inv Vanguard 0	Other securities	—	—	$1.3M	7.8%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$1.2M	7.1%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$1.1M	6.7%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$1.1M	6.7%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$568K	3.4%
Vanguard Total Bond Market Index Inv Vanguard 0	Other securities	—	—	$455K	2.7%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$448K	2.7%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$445K	2.7%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$329K	2.0%
Vanguard Total Intl Stock Index Inv Vanguard 0	Other securities	—	—	$281K	1.7%
Vanguard Real Estate Index Inv Vanguard 0	Other securities	—	—	$259K	1.5%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$254K	1.5%
Vanguard Small-Cap Index Inv Vanguard 0	Other securities	—	—	$253K	1.5%
Vanguard Balanced Index Inv Vanguard 0	Other securities	—	—	$207K	1.2%
Vanguard Emerging Mkts Stock Idx Inv Vanguard 0	Other securities	—	—	$191K	1.1%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$90K	0.5%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$84K	0.5%
Vanguard Mid-Cap Index Inv Vanguard 0	Other securities	—	—	$46K	0.3%
Vanguard Value Index Inv Vanguard 0	Other securities	—	—	$38K	0.2%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$26K	0.2%
Vanguard Inflation-Protected Sec Inv Vanguard 0	Other securities	—	—	$18K	0.1%
Vanguard Short-Term Bond Index Inv Vanguard 0	Other securities	—	—	$10K	<0.1%
Vanguard Cash Reserves Federal MM Adm Vanguard 0 968 Vanguard Target Retirement 2070 Fund Vanguard 0	Cash / Money Market	—	—	$2K	<0.1%