Surgicor 401(k) Savings And Retirement Plan
Sponsored by Surgicor, Llc · EIN 461282789 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 211
- With balances
- 283
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $27,342 |
| Wells Fargo Advisors. | Investment advisory (plan), Direct payment from the plan | $19,634 |
| Robert W. Baird & Co. Incorporated | Investment advisory (plan), Direct payment from the plan | $6,500 |