Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FVOSA SURGICAL PARTNERS, LLC
EIN 20-2394424Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$21.5M assets
Welfare
0
Participants
232
2105 E ENTERPRISE AVENUE, SUITE 101 - APPLETON, WI 54913920-560-1005
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.5M assets / 232 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FVOSA SURGICAL PARTNERS, LLC 401(K) PLAN
401k
Assets$14.7M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FVOSA SURGICAL PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$6.9M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FVOSA SURGICAL PARTNERS, LLC 401(K) PLAN | 401k | $14.7M | 120 | 2024 | |
| 002 | FVOSA SURGICAL PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $6.9M | 112 | 2024 |
Retirement plans