How big is Surgery Alliance, Ltd.'s plan?

Surgery Alliance, Ltd.'s plan reported $442K in assets and 13 participants for 2024.

Original filing (PDF)20250610093900NAL0043467058001

Surgery Alliance, Ltd.

Name: Surgery Alliance, Ltd. — Surgery Alliance, Ltd., Form 5500 (2024)
Creator: Surgery Alliance, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgery Alliance, Ltd. Retirement Savings Plan

401(k) retirement plan · Surgery Alliance, Ltd.'s Surgery Alliance, Ltd. Retirement Savings Plan held $442K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Philip Roholt signed Surgery Alliance, Ltd.'s 2024 Form 5500 as plan administrator.

Philip Roholt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surgery Alliance, Ltd.'s EIN is 34-1802804.

EIN 34-1802804

Plan number 002

Plan year 2024

ACK ID 20250610093900NAL0043467058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surgery Alliance, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surgery Alliance, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGERY ALLIANCE, LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score