# South O C Surgical Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/south-o-c-surgical-medical-group-inc-401k-plan

> South O C Surgical Medical Group, INC.'s 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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