Original filing (PDF)20251107125144NAL0000815777008

SURGIC, LLC

Name: SURGIC, LLC — SURGIC, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SURGIC, LLC

Form 5500-SF

FILING_RECEIVED

SURGIC, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURGIC, LLC.

Plan sponsor

Name

SURGIC, LLC

EIN

86-1927640

Address

3911 4TH ST · LUBBOCK, TX · 79415

Phone

(806) 471-4400

Industry

Manufacturingsee all

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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