South Florida Surgical Special 401(k) Plan
What public Form 5500 filings show about the South Florida Surgical Special 401(k) plan — and how to find and check your own account.
The South Florida Surgical Special 401(k) on its latest Form 5500
South Florida Surgical Special (EIN 20-1759480) reports SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $17.4M in plan assets across 156 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full South Florida Surgical Special filing — schedules, fees, and providers.
Who runs the South Florida Surgical Special 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your South Florida Surgical Special 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORTUNE FINANCIAL SERVICES.
How to check your South Florida Surgical Special 401(k)
- Log in to Paychex’s participant portal (the site on your statements).
- Ask South Florida Surgical Special HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).