Surgent McCoy CPE, LLC (EIN 34-2037648) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $17.8M in plan assets and 373 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Surgent McCoy CPE, LLC 401(k) Plan | 001 | 186 | $17.8M |
| Knowfully Health and Welfare Plan | 501 | 187 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
34-2037648 is the Employer Identification Number (EIN) Surgent McCoy CPE, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
