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Sponsor portfolio

JANDALI SURGICAL ASSOCIATES, S.C.

EIN 39-1762310-medical practice-Latest filing 2025
Plans
2
Retirement
2
$20.4M assets
Welfare
0
Participants
23
9555 76TH ST, SUITE 4880 - PLEASANT PRAIRIE, WI 53158262-748-1001jandalisurgical.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$12.7M - 13 part#004TraditionalDB-$7.7M - 10 part

Retirement portfolio analytics

2 plans aggregated / $20.4M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • DEFINED BENEFIT PLAN (#004)38%
Total $20.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)13
  • DEFINED BENEFIT PLAN (#004)10
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN

401k

Assets$12.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

JANDALI SURGICAL ASSOCIATES, S.C. DEFINED BENEFIT PLAN

TraditionalDB

Assets$7.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN401k$12.7M132025
004JANDALI SURGICAL ASSOCIATES, S.C. DEFINED BENEFIT PLANTraditionalDB$7.7M102024
Retirement plans
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