Plan Snapshot
- Plan Sponsor: Surgery Group, S.C.
- Sponsor EIN: 362664331
- Sponsor Address: 1665 SOUTH STREET, GENEVA, IL, 60134
- Plan Type: DC
- Total Participants: 9
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $3.4M | $25,810 | $71,022 |
| 2024 | 9 | $3.4M | $25,810 | $71,022 |
| 2023 | 8 | $2.9M | $26,986 | $70,274 |
| 2022 | 9 | $2.7M | $27,736 | $70,150 |