SP Management Services 401(k) match, vesting and fees
What SP Management 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 | Lbmc, PC (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 35 defined-contribution plans in management of companies and enterprises with 5,000 to 9,999 participants.
| SP Management Services: employer contribution per participant | $1,447 | |
| Peer median | $2,915 |
| SP Management Services: average balance | $43,260 | |
| Peer median | $131,844 |
| SP Management Services: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.06% |
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 $414M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,249 | $414M | $13.8M | $1,447 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does SP Management Services match 401(k) contributions?
The match terms for the Surgery Partners 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $13.8M in employer contributions, about $1,447 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SP Management Services 401(k) match vested?
The vesting schedule for the Surgery Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SP Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sp Management Services, Inc..
I left SP Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sp Management Services, Inc., (615) 234-5900) or the recordkeeper, Fidelity Investments Institutional. The SP Management Services old 401(k) page lists the contacts from every plan filing. Find an old SP Management Services 401(k)
Data from the public Form 5500 annual reports SP Management 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 SP Management Services. Not financial advice. Report a correction · Methodology