How big is Surgeon's Advisor's plan?

Surgeon's Advisor's plan reported $147K in assets and 4 participants for 2024.

Original filing (PDF)20250729073013NAL0006714258001

Surgeon's Advisor

Name: Surgeon's Advisor — Surgeon's Advisor 401(k) Plan, Form 5500 (2024)
Creator: Surgeon's Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgeon's Advisor 401(k) Plan

401(k) retirement plan · Surgeon's Advisor's Surgeon's Advisor 401(k) Plan held $147K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan identifiers

Surgeon's Advisor's EIN is 83-0379830.

EIN 83-0379830

Plan number 001

Plan year 2024

ACK ID 20250729073013NAL0006714258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgeon's Advisor'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 SURGEON'S ADVISOR.

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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