Plan Snapshot
- Plan Sponsor: Surgicor, LLC
- Sponsor EIN: 461282789
- Sponsor Address: 318 SEABOARD LANE, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 211 | $26.7M | $498,321 | $1.9M |
| 2023 | 193 | $22.1M | $734,150 | $1.8M |
| 2022 | 188 | $16.8M | $505,897 | $1.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $27,342 | — | $27,342 |
| WELLS FARGO ADVISORS. | NONE | $19,634 | — | $19,634 |
| ROBERT W. BAIRD & CO. INCORPORATED | NONE | $6,500 | — | $6,500 |
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,476
- Estimated Expense Ratio: 0.200% 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 |
|---|---|---|---|---|---|
| 2024 | $53,476 | $26,134 | $27,342 | — | — |
| 2023 | $50,880 | $25,823 | $25,057 | — | — |
| 2022 | $48,311 | $25,718 | $22,593 | — | — |