# Healthcrest Surgical Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/healthcrest-surgical-management-llc-401k-plan

> Healthcrest Surgical Management, LLC's 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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