What public Form 5500 filings show about the Surgent McCoy CPE, LLC 401(k) plan — and how to find and check your own account.
Surgent McCoy CPE, LLC (EIN 34-2037648) reports SURGENT MCCOY CPE, LLC 401(K) PLAN on its most recent Form 5500, with $17.8M in plan assets across 186 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 Surgent McCoy CPE, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Surgent McCoy CPE, LLC 401(k).
