Tom Davis signed Primary Surgical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primary Surgical, Inc.'s EIN is 46-0403563.
Download the official 2024 Form 5500 (PDF) for Primary Surgical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primary Surgical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $58K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
