Plan Ledger DOL Form 5500 · updated monthly

Surgicor, LLC401(k)

SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN · FRANKLIN, TN · plan year 2025

Reported admin expense ratio · 2025
0.18%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Surgicor, LLC reported $53,715 in plan administrative expenses for 2025: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,419 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.27% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 375th-largest of 1,496 plans among Tennessee employers on file, and the 1,192nd of 4,246 in wholesale trade. In 2025, employees put in $3.85 for every $1.00 the employer contributed; active participation has grown from 188 to 219 since 2022.

Plan summary
Net assets, end of year$34,343,314
Participants with balances301
Active participants219
Employer contributions$529,707
Employee contributions$2,041,608
Employer contribution per active participant$2,419
Average account balance$114,097
Benefits paid to participants$943,182
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.3M · 301 accts · $530K emplr
2024$26.7M · 283 accts · $498K emplr
2023$22.1M · 270 accts · $734K emplr
2022$16.8M · 255 accts · $506K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,709
Investment management$26,006
Total administrative$53,715
The Surgicor, LLC 401(k) match · 2025
Employer contribution per active participant$2,419
Median for plans this size$2,666
2025$2,419 per active participant
2024$2,362 per active participant
2023$3,804 per active participant
2022$2,691 per active participant

Surgicor, LLC's 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$27,709
ROBERT W. BAIRD & CO. INCORPORATED · Investment advisory (plan)$26,006

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$53,715 · 0.18%
2024$53,476 · 0.22%
2023$50,880 · 0.26%
2022$48,311 · 0.27%
Same employer
Similar plansWholesale Trade · Tennessee
Fred's, Inc. TN$39.4M · 0.16%
Lipman Brothers LLC TN$34.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461282789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.