Royal Oak Surgical Associates, PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Royal Oak Surgical Associates, PC
  • Sponsor EIN: 382091999
  • Sponsor Address: 1695 12 MILE RD SUITE 220, BERKLEY, MI, 48072
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $10.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$10.4M$147,523$108,350
202411$10.4M$147,523$108,350
202310$8.7M$143,053$106,550
202210$6.6M$145,581$99,850

Similar Plans