Surmodics, Inc. 401(k) Plan And Trust
Sponsored by Surmodics, Inc. · EIN 411356149 · Plan #001
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 291
- With balances
- 398
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | 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 | $47,933 |
| Mma Securities | Investment advisory (plan) | $38,007 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,839 |