What public Form 5500 filings show about the Surgical Referral Services, Ltd. 401(k) plan — and how to find and check your own account.
Surgical Referral Services, Ltd. (EIN 36-3606955) reports SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $22.9M in plan assets across 249 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 Referral Services, Ltd. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Surgical Referral Services, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHWESTERN WISCONSIN ASSOCIATES, COMMONWEALTH EQUITY SERVICES.
