# Surgery Center, Jv 401(k) Plan
Source: https://planprovider.pro/companies/surgery-center-jv-401k-plan

> Surgery Center, Jv's 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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