Original filing (PDF)20251107125144NAL0000815777008

Surgic, LLC

Name: Surgic, LLC — Surgic, LLC 401(k) Plan, Form 5500 (2024)
Creator: Surgic, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgic, LLC 401(k) Plan

401(k) retirement plan · Surgic, LLC's Surgic, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Surgic, LLC's EIN is 86-1927640.

EIN 86-1927640

Plan number 001

Plan year 2024

ACK ID 20251107125144NAL0000815777008

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgic, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SURGIC, LLC

EIN

all filings

Address

3911 4TH ST · LUBBOCK, TX · 79415

Phone

(806) 471-4400

Industry

Manufacturing

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-07

Filed

2025-11-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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