Anthony M. Ward ESQ. signed Max Surgical Specialty Managem's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Max Surgical Specialty Managem's EIN is 81-2077531.
Download the official 2024 Form 5500 (PDF) for Max Surgical Specialty Managem from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Max Surgical Specialty Managem'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATCAP PARTNERS, LLC | 04-3249931 | ROCKVILLE, MD | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.3M | 97.6% |
