How big is Surgical Direct Inc.'s plan?

Surgical Direct Inc.'s plan reported $1.4M in assets and 20 participants for 2024.

Original filing (PDF)20250703053253NAL0000283057001

Surgical Direct Inc.

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

Form 5500-SF

FILING_RECEIVED

Surgical Direct Inc. 401(k) Plan

401(k) retirement plan · Surgical Direct Inc.'s Surgical Direct Inc. 401(k) Plan held $1.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Laurie Allen signed Surgical Direct Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Surgical Direct Inc.'s EIN is 43-1867976.

EIN 43-1867976

Plan number 001

Plan year 2024

ACK ID 20250703053253NAL0000283057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgical Direct Inc.'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 SURGICAL DIRECT INC.

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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