How big is Surgical Synergistics PC's plan?

Surgical Synergistics PC's plan reported $86K in assets and 3 participants for 2024.

Original filing (PDF)20250925050948NAL0008200113001

Surgical Synergistics PC

Name: Surgical Synergistics PC — Surgical Synergistics PC, Form 5500 (2024)
Creator: Surgical Synergistics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgical Synergistics PC 401(k) and Profit Sharing Plan

401(k) retirement plan · Surgical Synergistics PC's Surgical Synergistics PC 401(k) and Profit Sharing Plan held $86K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

JILL Edwards signed Surgical Synergistics PC's 2024 Form 5500 as plan administrator.

JILL Edwards — 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 Synergistics PC's EIN is 45-2603080.

EIN 45-2603080

Plan number 001

Plan year 2024

ACK ID 20250925050948NAL0008200113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgical Synergistics PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SYNERGISTICS PC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SURGICAL SYNERGISTICS PC

EIN

all filings

Address

20079 STONE OAK PKWY · #1105 BOX 510 · SAN ANTONIO, TX · 78258

Phone

(210) 495-7874

Industry

Health Care & Social Assistance

Plan administrator