Neurosurgical Associates 401(k) match, vesting and fees
What Neurosurgical Associates' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars,llp (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.
| Neurosurgical Associates: employer contribution per participant | $6,335 | |
| Peer median | $1,468 |
| Neurosurgical Associates: average balance | $182,683 | |
| Peer median | $37,786 |
| Neurosurgical Associates: admin expenses ÷ assets | 0.14% | |
| 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 $43.8M at the end of plan year 2021 to $62.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 353 | $62.5M | $2.2M | $6,335 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 303 | $46M | $2M | $7,610 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 237 | $37.5M | $1.9M | $7,971 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 228 | $43.8M | $1.8M | $7,821 | 0.18% | Not published | Form 5500 ↗ |
Other Neurosurgical Associates plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Neurosurgical Associates, Ltd. Cash Balance Plan II
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Neurosurgical Associates, Ltd. Cash Balance Pension Plan
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 | Schwab Retirement Plan Services | 2024 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Neurosurgical Associates match 401(k) contributions?
The match terms for the Neurosurgical Associates, Ltd. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $6,335 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Neurosurgical Associates 401(k) match vested?
The vesting schedule for the Neurosurgical Associates, Ltd. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Neurosurgical Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Neurosurgical Associates, Ltd.
I left Neurosurgical Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Neurosurgical Associates, Ltd, (602) 200-7041) or the recordkeeper, Schwab Retirement Plan Services,inc. The Neurosurgical Associates old 401(k) page lists the contacts from every plan filing. Find an old Neurosurgical Associates 401(k)
Data from the public Form 5500 annual reports Neurosurgical Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Neurosurgical Associates. Not financial advice. Report a correction · Methodology