Max Surgical Specialty Managem 401(k) match, vesting and fees
What Max Surgical Specialty Managem's 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 | Paychex, Inc. | Schedule C ↗ |
| 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.
| Max Surgical Specialty Managem: employer contribution per participant | $1,615 | |
| Peer median | $1,468 |
| Max Surgical Specialty Managem: average balance | $46,062 | |
| Peer median | $37,786 |
| Max Surgical Specialty Managem: admin expenses ÷ assets | 0.36% | |
| 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 went from $3.8M at the end of plan year 2021 to $17.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 406 | $17.7M | $622K | $1,615 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 261 | $7.2M | $348K | $1,664 | 0.39% | Not published | 5500-SF ↗ |
| 2022 | 109 | $3.7M | $179K | $1,689 | 0.39% | Not published | 5500-SF ↗ |
| 2021 | 81 | $3.8M | $171K | $3,969 | 0.39% | Not published | 5500-SF ↗ |
Common questions
Does Max Surgical Specialty Managem match 401(k) contributions?
The match terms for the Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $622K in employer contributions, about $1,615 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Max Surgical Specialty Managem 401(k) match vested?
The vesting schedule for the Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Max Surgical Specialty Managem 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left Max Surgical Specialty Managem. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The Max Surgical Specialty Managem old 401(k) page lists the contacts from every plan filing. Find an old Max Surgical Specialty Managem 401(k)
Data from the public Form 5500 annual reports Max Surgical Specialty Managem filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Max Surgical Specialty Managem. Not financial advice. Report a correction · Methodology