How big is CLS Surgery Services, LLC's plan?

CLS Surgery Services, LLC's plan reported $2.1M in assets and 4 participants for 2025.

Original filing (PDF)20260202183703NAL0001829601001

CLS Surgery Services, LLC

Name: CLS Surgery Services, LLC — CLS Surgery Services, Form 5500 (2025)
Creator: CLS Surgery Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLS Surgery Services, LLC Profit Sharing Plan

Defined-contribution retirement plan · CLS Surgery Services, LLC's CLS Surgery Services, LLC Profit Sharing Plan held $2.1M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Charles Schnee signed CLS Surgery Services, LLC's 2025 Form 5500 as plan administrator.

Charles Schnee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CLS Surgery Services, LLC's EIN is 85-1167400.

EIN 85-1167400

Plan number 002

Plan year 2025

ACK ID 20260202183703NAL0001829601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CLS Surgery Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CLS Surgery Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLS SURGERY SERVICES, LLC.

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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

Knocking points off