# Surgical Notes Mdp LP 401(k) Plan
Source: https://planprovider.pro/companies/surgical-notes-mdp-lp-401k-plan

> Surgical Notes Mdp LP's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/williams-benator-and-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|—|—|—|—|—|

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