What public Form 5500 filings show about the Surgical Associates Chartered 401(k) plan — and how to find and check your own account.
Surgical Associates Chartered (EIN 52-1798291) reports SURGICAL ASSOCIATES CHARTERED 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 18 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 Surgical Associates Chartered filing — schedules, fees, and providers.
Surgical Associates Chartered’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Surgical Associates CharteredHR for the recordkeeper’s name and login.
