Plan Snapshot
- Plan Sponsor: South O C Surgical Medical Group, INC.
- Sponsor EIN: 952745028
- Sponsor Address: 24411 HEALTH CENTER DR, SUITE 350, LAGUNA HILLS, CA, 92653
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 53 | $23.3M | $854,703 | $633,862 |
| 2023 | 53 | $20.5M | $833,616 | $529,774 |
| 2022 | 51 | $17.2M | $65,306 | $499,079 |