Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
N&D Surgical Management, LLC
EIN 81-4079361Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
BUILDING 2 - SAN ANTONIO, TX 78230412-414-8854
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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#002
N&D SURGICAL MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
N&D SURGICAL MANAGEMENT PROFIT SHARING PLAN
Profit-sharing
Assets$121K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | N&D SURGICAL MANAGEMENT CASH BALANCE PLAN | Cash balance | $1.5M | 3 | 2025 | |
| 001 | N&D SURGICAL MANAGEMENT PROFIT SHARING PLAN | Profit-sharing | $121K | 3 | 2025 |
Retirement plans