Max Surgical Specialty Managem 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Max Surgical Specialty Managem
  • Sponsor EIN: 812077531
  • Sponsor Address: 130 KINDERKAMACK RD STE 204, RIVER EDGE, NJ, 076611931
  • Plan Type: 401(k)
  • Total Participants: 300
  • Total Assets: $17.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024300$17.7M$621,904$1.4M
2023209$7.2M$347,690$751,308
2022106$3.7M$179,061$361,118

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