Plan Snapshot
- Plan Sponsor: Surgery Partners, INC.
- Sponsor EIN: 473620923
- Sponsor Address: 340 SEVEN SPRINGS WAY, STE 600, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 2,467
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,467 | $0 | $3.3M | $10.2M |
| 2022 | 2,467 | $114.3M | $3.1M | $9.9M |
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 |
|---|---|---|---|---|
| ADP LLC | Recordkeeper | $228,202 | — | $228,202 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $72,021 | — | $72,021 |
| HPM PARTNERS, LLC | Other Service Provider | $42,252 | — | $42,252 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP LLC — Recordkeeper
- GALLAGHER BENEFIT SERVICES — Investment Advisor
- KESTRA ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,475
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 | $359,608 | $80,000 | — | $22,210 | — |
| 2022 | $420,349 | — | — | — | $354,367 |