Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.2M assets / 82 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SURGICAL COMMUNICATIONS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $2.6M | 40 | 2025 |
| #001 | SURGICOMM CORP. D.B.A. VENEL 401(K) PLAN | 401(k) | $2.5M | 42 | 2025 |