# Surgenex LLC 401(k) Plan
Source: https://planprovider.pro/companies/surgenex-llc-401k-plan

> Surgenex LLC's 401(k) plan: 140 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Surgenex LLC

- **Sponsor EIN:** 371817287

- **Sponsor Address:** PO BOX 4664, SCOTTSDALE, AZ, 85261

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|140|$1.9M|$333,369|$410,271|

| 2022|60|$980,916|$176,093|$200,735|

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