Plan Snapshot
- Plan Sponsor: The Surgery Center At Southwoods, LLC
- Sponsor EIN: 421562638
- Sponsor Address: 100 DEBARTOLO PLACE, BOARDMAN, OH, 44512
- Plan Type: 401(k)
- Total Participants: 1,124
- Total Assets: $59.1M
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. |
|---|---|---|---|---|
| 2024 | 1,124 | $59.1M | $2.5M | $4.5M |
| 2023 | 1,081 | $52.6M | $2.3M | $4.1M |
| 2022 | 906 | $41.9M | $1.9M | $3.4M |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $40,948 | — | $40,948 | — | — |
| 2023 | $13,700 | — | $13,700 | — | — |
| 2022 | $12,146 | — | $12,146 | — | — |