Plan Snapshot
- Plan Sponsor: Surgical Notes Mdp LP
- Sponsor EIN: 810560289
- Sponsor Address: 8000 AVALON BOULEVARD, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 193 | $4.7M | $346,749 | $623,036 |
| 2023 | 205 | $4.0M | $297,158 | $584,925 |
| 2022 | 134 | $2.8M | $265,156 | $482,057 |
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, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS BENATOR & LIBBY, LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $19,464 | $7,351 | $1,025 | — | — |
| 2024 | $60,473 | $22,407 | $4,098 | — | — |
| 2023 | $44,921 | $16,941 | $2,425 | — | — |
| 2022 | — | — | — | — | — |