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  2. WILLIAMS SURGICAL ARTS, PLLC
Sponsor portfolio

WILLIAMS SURGICAL ARTS, PLLC

EIN 81-5403255-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
6263 POPLAR AVE., SUITE 375 - MEMPHIS, TN 38119901-569-0768williamssurgicalarts.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$2.0M - 8 part#002CashBalance-$1.1M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SURGICAL ARTS 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGICAL ARTS 401(K) (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click 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#001

WILLIAMS SURGICAL ARTS 401(K) PLAN

401k

Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLIAMS SURGICAL ARTS CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAMS SURGICAL ARTS 401(K) PLAN401k$2.0M82024
002WILLIAMS SURGICAL ARTS CASH BALANCE PLANCashBalance$1.1M52025
Retirement plans
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