Neurological Surgery 401(k) match, vesting and fees
What Neurological Surgery'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Nawrocki Smith LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Neurological Surgery: employer contribution per participant | $6,238 | |
| Peer median | $1,468 |
| Neurological Surgery: average balance | $185,431 | |
| Peer median | $37,786 |
| Neurological Surgery: admin expenses ÷ assets | 0.35% | |
| 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 $26.8M at the end of plan year 2021 to $27.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $27.1M | $911K | $6,238 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 148 | $24.2M | $359K | $2,677 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 158 | $22.6M | $411K | $2,975 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 166 | $26.8M | $396K | $2,733 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Neurological Surgery match 401(k) contributions?
The match terms for the Neurological Surgery, P.C. Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $911K in employer contributions, about $6,238 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Neurological Surgery 401(k) match vested?
The vesting schedule for the Neurological Surgery, P.C. Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Neurological Surgery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Neurological Surgery, P.C..
I left Neurological Surgery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Neurological Surgery, P.C., (516) 255-9031) or the recordkeeper, The Vanguard Group, Inc.. The Neurological Surgery old 401(k) page lists the contacts from every plan filing. Find an old Neurological Surgery 401(k)
Data from the public Form 5500 annual reports Neurological Surgery 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 Neurological Surgery. Not financial advice. Report a correction · Methodology