Surgery Partners 401(k) Plan
Sponsored by Sp Management Services, Inc. · EIN 621736048 · Plan #001
- Total assets
- $414M
- Net assets
- $414M
- Active participants
- 10,664
- With balances
- 9,561
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $352,973 |
| Lbmc, Pc | Accounting | $126,000 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $112,009 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $100,828 |
| Adp | Other services | $80,066 |
| Correll Company | Accounting | $78,882 |