Plan Snapshot
- Plan Sponsor: Healthcrest Surgical Management, LLC
- Sponsor EIN: 813933873
- Sponsor Address: 3540 S. BOULEVARD, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 366 | $12.1M | $464,978 | $773,526 |
| 2023 | 292 | $11.7M | $369,308 | $699,058 |
| 2022 | 268 | $9.5M | $313,987 | $716,379 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CORRIGAN KRAUSE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $135,618 | $47,785 | $22,892 | — | — |
| 2023 | $77,324 | $39,004 | $38,320 | — | — |
| 2022 | $71,894 | — | $71,894 | — | — |