# Surgery Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/surgery-partners-inc-401k-plan-001

> Surgery Partners, INC.'s 401(k) plan: 4,583 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Surgery Partners, INC.

- **Sponsor EIN:** 473620923

- **Sponsor Address:** 310 SEVEN SPRINGS WAY, BRENTWOOD, TN, 37027

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

- **Total Participants:** 4,583

- **Total Assets:** $314.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|4,583|$314.9M|$3.0M|$14.1M|

| 2022|4,696|$150.8M|$2.6M|$13.3M|

## 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|

| LBMC, PC|Auditor|$37,500|—|$37,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,500

- **Estimated Expense Ratio:** 0.012% of plan assets

### 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|

| 2023|$465,499|$158,255|—|$37,500|—|

| 2022|$436,252|$69,318|—|—|—|

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