Original filing (PDF)20250725083227NAL0014071906001

THE SURGERY CENTER OF SOUTHWEST

Name: THE SURGERY CENTER OF SOUTHWEST — THE SURGERY CENTER OF SOUTHWEST OHIO, LLC, Form 5500 (2024)
Creator: THE SURGERY CENTER OF SOUTHWEST

Form 5500-SF

FILING_RECEIVED

THE SURGERY CENTER OF SOUTHWEST OHIO, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SURGERY CENTER OF SOUTHWEST.

Plan sponsor

Name

THE SURGERY CENTER OF SOUTHWEST

EIN

83-1673860all filings

Address

2210 ARBOR BLVD. SUITE 1A · DAYTON, OH · 45439

Phone

(615) 351-6226

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

20-20 VISION OPTOMETRIC CENTER I

20-20 VISION OPTOMETRIC CENTER INC

$119K · 9 participants

AVALON SURGERY AND ROBOTIC CENTER, LLC

AVALON SURGERY AND ROBOTIC CENTER, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$119K · 13 participants

CARDIOVASCULAR SURGICAL SUITES L

CARDIOVASCULAR SURGICAL SUITES LLC 401K PLAN

$116K · 46 participants

ATHENS SPINE CENTER

ATHENS SPINE CENTER GCF BENEFIT PLAN

$116K · 37 participants

WILLS EYE SURGICAL NETWORK, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.