# Surgent Mccoy Cpe, LLC 401(k) Plan
Source: https://planprovider.pro/companies/surgent-mccoy-cpe-llc-342037648-501

> Surgent Mccoy Cpe, LLC's 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Surgent Mccoy Cpe, LLC

- **Sponsor EIN:** 342037648

- **Sponsor Address:** 201 N. KING OF PRUSSIA ROAD, RADNOR, PA, 19087

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

- **Plan Number:** 501

- **Total Participants:** 187

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|187|$0|$0|$0|

| 2024|137|$0|$0|$0|

| 2023|140|$0|$0|$0|

| 2022|189|$0|$0|$0|

## Similar Plans

- [Thomas Jefferson University](https://planprovider.pro/companies/thomas-jefferson-university-231352651-531) — 32,763 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-002) — 27,753 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-001) — 22,806 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-028) — 22,596 participants

- [Thomas Jefferson University](https://planprovider.pro/companies/thomas-jefferson-university-403b-plan) — 18,283 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-231352685-531) — 13,862 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/surgent-mccoy-cpe-llc-342037648-501)

© 2026 PlanProvider.Pro