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  2. UNITED SURGICAL ASSOCIATES, P.S.C.
Sponsor portfolio

UNITED SURGICAL ASSOCIATES, P.S.C.

EIN 61-1105765-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
90
2350 REGENCY RD. SUITE A - LEXINGTON, KY 40503859-278-4960unitedsurgicalassociates.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$5.6M - 50 part#004CashBalance-$2.2M - 40 part

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 90 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING 401(K) (#003)72%
  • CASH BALANCE PENSION (#004)28%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#003)50
  • CASH BALANCE PENSION (#004)40
Total 90Click 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#003

UNITED SURGICAL ASSOCIATES P.S.C. PROFIT SHARING 401(K) PLAN

401k

Assets$5.6M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

UNITED SURGICAL ASSOCIATES P.S.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNITED SURGICAL ASSOCIATES P.S.C. PROFIT SHARING 401(K) PLAN401k$5.6M502025
004UNITED SURGICAL ASSOCIATES P.S.C. CASH BALANCE PENSION PLANCashBalance$2.2M402024
Retirement plans
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