Evansville Surgery Services 401(k) match, vesting and fees
What Evansville Surgery Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Weinzapfel & Co., LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Evansville Surgery Services: employer contribution per participant | $1,019 | |
| Peer median | $1,468 |
| Evansville Surgery Services: average balance | $80,650 | |
| Peer median | $37,786 |
| Evansville Surgery Services: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $9.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 122 | $9.5M | $120K | $1,019 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Evansville Surgery Services match 401(k) contributions?
The match terms for the Evansville Surgery Center 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $120K in employer contributions, about $1,019 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evansville Surgery Services 401(k) match vested?
The vesting schedule for the Evansville Surgery Center 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evansville Surgery Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Evansville Surgery Services LLC.
I left Evansville Surgery Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evansville Surgery Services LLC, (812) 250-0101) or the recordkeeper, Fidelity Investments Institutional. The Evansville Surgery Services old 401(k) page lists the contacts from every plan filing. Find an old Evansville Surgery Services 401(k)
Data from the public Form 5500 annual reports Evansville Surgery Services filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evansville Surgery Services. Not financial advice. Report a correction · Methodology