Plan Snapshot
- Plan Sponsor: Surgical Information Systems, LLC
- Sponsor EIN: 582535467
- Sponsor Address: 8000 AVALON BOULEVARD,, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $36.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $36.1M | $720,932 | $2.7M |
| 2023 | 333 | $30.8M | $639,803 | $2.4M |
| 2022 | 317 | $24.8M | $649,455 | $2.3M |
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 |
|---|---|---|---|---|
| WILLIAMS, BENATOR & LIBBY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS, BENATOR & LIBBY — 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 | $54,581 | — | $300 | — | — |
| 2023 | $47,331 | — | — | — | — |
| 2022 | $49,561 | — | — | — | — |