· 2022–2024 · DOL EFAST2

Surgical Associates, L.L.P. — Surgical Associates, Form 5500 (2024)

Original filing (PDF)20250505094611NAL0005737683001

Surgical Associates, L.L.P.

Form 5500-SF

FILING_RECEIVED

Surgical Associates, LLP Retirement Plan and Trust

401(k) retirement plan · Surgical Associates, L.L.P.'s Surgical Associates, LLP Retirement Plan and Trust held $7.6M in plan assets for 16 participants in 2024.

Active participants

16

Accounts w/ balance

20

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGICAL ASSOCIATES, L.L.P..

Plan sponsor

Name

SURGICAL ASSOCIATES, L.L.P.

EIN

74-1735431all filings

Address

6133 PARKWAY DRIVE · CORPUS CHRISTI, TX · 78414

Phone

(361) 881-8333

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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