How big is Surgical, Ltd.'s plan?

Surgical, Ltd.'s plan reported $6.8M in assets and 4 participants for 2024.

Original filing (PDF)20251001160831NAL0006021491001

Surgical, Ltd.

Name: Surgical, Ltd. — Surgical, Ltd. 401(k) Plan, Form 5500 (2024)
Creator: Surgical, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgical, Ltd. 401(k) Plan

401(k) retirement plan · Surgical, Ltd.'s Surgical, Ltd. 401(k) Plan held $6.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Surgical, Ltd.'s EIN is 36-4252176.

EIN 36-4252176

Plan number 002

Plan year 2024

ACK ID 20251001160831NAL0006021491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgical, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SURGICAL, LTD.

EIN

all filings

Address

17 LOCHINVAR LANE · OAK BROOK, IL · 60523

Phone

(630) 789-8128

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator