Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$100K in admin expenses, $191 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 28 lines in all, holding $17.5M of the plan's $17.7M. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Surgical Specialty Management LLC 401(k) Profit Sharing Plan and Trust December 31, 2024 BlackRock LifePath Index 2 BlackRock · Collective trust Index | $8.8M | 50.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 14.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 11.7% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $683K | 3.9% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $647K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $379K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $264K | 1.5% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $263K | 1.5% |
| PIMCO Income Fund Class I-2 PIMCO (Allianz) · Mutual fund | $251K | 1.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $242K | 1.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
Service code 22 · EIN 04-3249931 Insurance Broker | $160,698 |
Service code 15 · EIN 13-3689044 Recordkeeping | $26,247 |
Service code 15 · EIN 45-4208939 Recordkeeping | $2,275 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 Advisory (Plan) | $1,077 |
ATCAP PARTNERS, LLC2 years Service code 26 · EIN 04-3249931 1445 RESEARCH BLVD · ROCKVILLE, MD 20850 Advisory (Participants) | $0 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
4 contacts
6 filings · 2020 to 2025