· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLES COUNTY SURGICAL ARTS LLC — CHARLES COUNTY SURGICAL ARTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718145533NAL0003238498001
CHARLES COUNTY SURGICAL ARTS LLC
Form 5500-SF
FILING_RECEIVED
CHARLES COUNTY SURGICAL ARTS 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
1
Plan assets (EOY)
$517K
Net assets (EOY)
$517K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES COUNTY SURGICAL ARTS LLC
.
Find decision makers
Plan sponsor
Name
CHARLES COUNTY SURGICAL ARTS LLC
EIN
85-4070577
Address
4185 ALTAMONT PLACE · WHITE PLAINS, MD · 20695
Phone
(301) 818-5548
Industry
Health Care & Social Assistance
see 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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
QUICKMED URGENT CARE, LLC
QUICKMED URGENT CARE 401(K) RETIREMENT PLAN
$517K · 105 participants
LAPAROSCOPIC SURGICAL CENTER OF NY, LLC
LAPAROSCOPIC SURGICAL CENTER OF NY, LLC 401K PLAN
$517K · 7 participants
MOORESVILLE ENDOSCOPY CENTER, LLC
MOORESVILLE ENDOSCOPY CENTER, LLC RETIREMENT SAVINGS PLAN
$519K · 11 participants
UPPER VALLEY URGENT CARE CENTER, P.A.
UPPER VALLEY URGENT CARE CENTER, P.A. 401(K) PROFIT SHARING PLAN
$519K · 20 participants
OVERLAND PARK SURGICAL SUITES LLC
65
Knocking points off
Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
OVERLAND PARK SURGICAL SUITES 401(K) RETIREMENT PLAN
$514K · 22 participants
AMBLER SURGICAL, LLC
AMBLER SURGICAL 401(K) PLAN
$526K · 16 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
