Plan Snapshot
- Plan Sponsor: Surgery Center, Jv
- Sponsor EIN: 621230866
- Sponsor Address: 721 MADISON STREET, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 228 | $6.4M | $246,064 | $593,929 |
| 2023 | 217 | $6.1M | $152,010 | $443,698 |
| 2022 | 211 | $5.3M | $134,620 | $392,623 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BMSS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,853 | — | — | — | — |
| 2023 | $62,111 | — | $62,111 | — | — |
| 2022 | $58,423 | — | $58,423 | — | — |