Plan Snapshot
- Plan Sponsor: The Surgical Clinic, PLLC
- Sponsor EIN: 621699673
- Sponsor Address: 410 42ND AVE N, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $59.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 191 | $59.8M | $2.3M | $1.4M |
| 2023 | 194 | $57.0M | $2.6M | $1.4M |
| 2022 | 199 | $51.2M | $2.4M | $1.4M |
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 |
|---|---|---|---|---|
| STONE, RUDOLPH & HENRY, PLC | Auditor | — | — | $0 |
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 | $107,760 | $62,135 | — | — | — |
| 2023 | $106,904 | $59,715 | — | — | — |
| 2022 | $104,157 | $59,065 | — | — | $45,092 |